See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $47,973 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,467 | $79,184+50.9% | $102,438+16.6% | $74,546+60.3% |
| Participation rate | 96.6% | 74.8%+21.9pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 13.61% | 54.95%-41.3pp | 29.37%-15.8pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $2,522 | $2,362+6.8% | $3,024-16.6% | $2,624-3.9% |
| Participant deferral / active EE | $8,621 | $4,414+95.3% | $5,054+70.6% | $4,347+98.3% |
| Admin fee / account holder | $110 | $2,001-94.5% | $9,448-98.8% | $1,944-94.3% |