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 06-1050034 | Contract Administrator | $511 |
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 | $42,995 | $84,233-49.0% | $170,442-74.8% | $70,131-38.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.20% | 23.06%-7.9pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,990 | $3,387-41.2% | $5,433-63.4% | $2,342-15.0% |
| Participant deferral / active EE | $2,339 | $3,086-24.2% | $4,939-52.6% | $3,332-29.8% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |