Filed May 18, 2021
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 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $50,884 | $46,553+9.3% | $64,056-20.6% | $75,163-32.3% |
| Participation rate | 81.7% | 65.9%+15.8pp | 72.3%+9.4pp | 67.2%+14.5pp |
| Annual return | 18.97% | 26.03%-7.1pp | 33.69%-14.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,318 | $1,974+17.4% | $2,747-15.6% | $2,670-13.2% |
| Participant deferral / active EE | $6,355 | $2,837+124.0% | $3,880+63.8% | $4,125+54.1% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |