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 | $42,959 |
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 | $63,163 | $63,442-0.4% | $68,791-8.2% | $66,914-5.6% |
| Participation rate | 94.8% | 60.0%+34.9pp | 69.0%+25.8pp | 69.8%+25.0pp |
| Annual return | -11.63% | -8.29%-3.3pp | -6.38%-5.2pp | 1.58%-13.2pp |
| Employer contribution / active EE | $2,915 | $1,775+64.2% | $2,655+9.8% | $2,544+14.6% |
| Participant deferral / active EE | $5,494 | $2,945+86.6% | $3,941+39.4% | $4,237+29.7% |
| Admin fee / account holder | $124 | $577-78.5% | $4,932-97.5% | $593-79.0% |