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 |
|---|---|---|
DEFINITI LLC2 years Service code 49 · EIN 85-0833363 | Other Services | $8,740 |
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 | $51,753 | $88,083-41.2% | $164,813-68.6% | $74,495-30.5% |
| Participation rate | 92.1% | 73.0%+19.1pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 11.79% | 17.26%-5.5pp | 69.93%-58.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $975 | $2,593-62.4% | $4,341-77.5% | $2,623-62.8% |
| Participant deferral / active EE | $4,349 | $4,498-3.3% | $6,031-27.9% | $4,346+0.1% |
| Admin fee / account holder | $44 | $2,234-98.0% | $12,690-99.7% | $1,942-97.7% |