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 | $24,978 |
HENSEN & HASLAM1 year Service code 27 | Advisory (Plan) | $11,494 |
HESEN & HASLAM1 year Service code 27 · EIN 46-4735958 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,220 | $99,957-76.8% | $149,696-84.5% | $73,488-68.4% |
| Participation rate | 79.0% | 75.7%+3.3pp | 82.5%-3.5pp | 70.7%+8.3pp |
| Annual return | 19.48% | 53.87%-34.4pp | 276.60%-257.1pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,432 | $3,191-55.1% | $4,644-69.2% | $2,270-36.9% |
| Participant deferral / active EE | $3,274 | $6,073-46.1% | $6,842-52.2% | $3,740-12.5% |
| Admin fee / account holder | $192 | $551-65.2% | $9,309-97.9% | $513-62.7% |