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 | $412,474 |
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 | $56,829 | $93,462-39.2% | $164,813-65.5% | $99,062-42.6% |
| Participation rate | 96.7% | 79.9%+16.8pp | 78.6%+18.1pp | 71.6%+25.1pp |
| Annual return | 17.19% | 15.71%+1.5pp | 69.93%-52.7pp | 17.66%-0.5pp |
| Employer contribution / active EE | $2,547 | $3,099-17.8% | $4,341-41.3% | $3,262-21.9% |
| Participant deferral / active EE | $6,767 | $5,366+26.1% | $6,031+12.2% | $5,331+26.9% |
| Admin fee / account holder | $52 | $81-36.1% | $12,690-99.6% | $109-52.3% |