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 3-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 | $18,413 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,771 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,250 | $59,402-77.7% | $93,654-85.9% | $74,546-82.2% |
| Participation rate | 71.9% | 59.7%+12.3pp | 68.7%+3.2pp | 67.2%+4.7pp |
| Annual return | 10.06% | 81.86%-71.8pp | 133.34%-123.3pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,317 | $1,265+4.2% | $2,421-45.6% | $2,624-49.8% |
| Participant deferral / active EE | $1,949 | $3,049-36.1% | $4,413-55.8% | $4,347-55.2% |
| Admin fee / account holder | $154 | $3,023-94.9% | $8,282-98.1% | $1,944-92.1% |