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 | $101,593 |
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 | $57,226 | $56,485+1.3% | $185,823-69.2% | $86,799-34.1% |
| Participation rate | 97.5% | 65.5%+32.1pp | 81.7%+15.8pp | 72.3%+25.3pp |
| Annual return | 15.69% | 118.04%-102.3pp | 122.05%-106.4pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,429 | $1,843+31.8% | $5,167-53.0% | $2,405+1.0% |
| Participant deferral / active EE | $4,591 | $2,553+79.8% | $5,568-17.6% | $4,131+11.1% |
| Admin fee / account holder | $97 | $150-35.4% | $16,237-99.4% | $170-43.0% |