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 13 · EIN 42-0127290 | Contract Administrator | $97,680 |
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $60,418 |
CROSSPLANS8 years Service code 49 · EIN 20-4536537 | Other Services | $12,991 |
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 | $78,034 | $82,972-6.0% | $103,374-24.5% | $77,671+0.5% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.2pp |
| Annual return | 15.13% | 19.14%-4.0pp | 24.89%-9.8pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,894 | $3,554-46.7% | $3,869-51.1% | $2,726-30.5% |
| Participant deferral / active EE | $7,126 | $4,108+73.5% | $5,058+40.9% | $4,648+53.3% |
| Admin fee / account holder | $243 | $639-61.9% | $8,394-97.1% | $430-43.5% |