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 | $5,400 |
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 | $107,101 | $86,332+24.1% | $125,175-14.4% | $65,185+64.3% |
| Participation rate | 97.8% | 75.3%+22.5pp | 79.8%+18.0pp | 70.2%+27.6pp |
| Annual return | 22.63% | 27.43%-4.8pp | 43.79%-21.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,265 | $2,040+11.1% | $3,865-41.4% | $2,177+4.1% |
| Participant deferral / active EE | $9,050 | $3,537+155.9% | $4,937+83.3% | $3,514+157.6% |
| Admin fee / account holder | $35 | $609-94.3% | $9,702-99.6% | $847-95.9% |