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 | $11,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,531 | $89,652-62.6% | $141,162-76.2% | $65,185-48.6% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.5%+9.3pp | 70.2%+21.5pp |
| Annual return | 21.58% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,899 | $3,065-38.1% | $4,735-59.9% | $2,177-12.8% |
| Participant deferral / active EE | $2,966 | $5,691-47.9% | $6,709-55.8% | $3,514-15.6% |
| Admin fee / account holder | $12 | $569-97.9% | $10,261-99.9% | $847-98.6% |