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 | $6,886 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $131,010 | $81,474+60.8% | $133,956-2.2% | $73,488+78.3% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.6pp |
| Annual return | 17.22% | 19.40%-2.2pp | 45.09%-27.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,301 | $2,209+4.1% | $3,919-41.3% | $2,270+1.3% |
| Participant deferral / active EE | $9,200 | $3,786+143.0% | $5,048+82.3% | $3,740+146.0% |
| Admin fee / account holder | $43 | $713-94.0% | $8,927-99.5% | $513-91.6% |