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 |
|---|---|---|
COPPERTREE LLC4 years Service code 26 · EIN 45-3027634 | Advisory (Participants) | $33,959 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,044 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,218 | $64,286-17.2% | $90,951-41.5% | $73,409-27.5% |
| Participation rate | 82.1% | 63.6%+18.5pp | 69.0%+13.1pp | 72.2%+9.9pp |
| Annual return | 14.66% | 21.45%-6.8pp | 134.60%-119.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $607 | $895-32.1% | $2,122-71.4% | $2,234-72.8% |
| Participant deferral / active EE | $3,798 | $2,453+54.8% | $3,373+12.6% | $3,805-0.2% |
| Admin fee / account holder | $122 | $287-57.6% | $5,959-98.0% | $158-23.0% |