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 | $2,439 |
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 | $93,560 | $66,302+41.1% | $110,238-15.1% | $56,287+66.2% |
| Participation rate | 99.2% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.4pp |
| Annual return | -5.46% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,137 | $2,047+4.4% | $3,826-44.1% | $2,111+1.2% |
| Participant deferral / active EE | $8,545 | $3,381+152.7% | $4,672+82.9% | $3,350+155.1% |
| Admin fee / account holder | $17 | $698-97.6% | $8,547-99.8% | $521-96.8% |