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 | $25,803 |
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 | $48,171 | $72,277-33.4% | $101,248-52.4% | $79,858-39.7% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.8%+16.4pp | 69.6%+22.6pp |
| Annual return | 16.98% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,767 | $2,692+2.8% | $3,660-24.4% | $2,471+12.0% |
| Participant deferral / active EE | $3,853 | $3,282+17.4% | $4,370-11.8% | $3,740+3.0% |
| Admin fee / account holder | $208 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |