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 9-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 | $3,527 |
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 | $26,886 | $73,360-63.4% | $177,989-84.9% | $74,495-63.9% |
| Participation rate | 96.4% | 66.6%+29.7pp | 77.1%+19.3pp | 67.2%+29.2pp |
| Annual return | 12.34% | 17.49%-5.1pp | 294.48%-282.1pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,987 | $2,216-10.3% | $3,949-49.7% | $2,623-24.2% |
| Participant deferral / active EE | $3,932 | $4,513-12.9% | $6,276-37.4% | $4,346-9.5% |
| Admin fee / account holder | $23 | $1,808-98.7% | $10,363-99.8% | $1,942-98.8% |