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 9-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 | $112,925 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $85,386 |
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 | $118,815 | $99,078+19.9% | $96,544+23.1% | $74,419+59.7% |
| Participation rate | 80.5% | 80.7%-0.2pp | 76.0%+4.5pp | 70.7%+9.8pp |
| Annual return | 19.82% | 22.48%-2.7pp | 25.84%-6.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,284 | $2,570+66.7% | $2,965+44.5% | $2,637+62.4% |
| Participant deferral / active EE | $6,918 | $4,933+40.2% | $4,851+42.6% | $4,528+52.8% |
| Admin fee / account holder | $288 | $225+28.1% | $8,252-96.5% | $348-17.2% |