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 55 · EIN 35-2552359 | Other Commissions | $6,214 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $144,941 | $66,310+118.6% | $93,606+54.8% | $65,185+122.4% |
| Participation rate | 94.7% | 74.0%+20.7pp | 75.8%+18.9pp | 70.2%+24.5pp |
| Annual return | 25.48% | 42.58%-17.1pp | 32.76%-7.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $7,400 | $2,012+267.8% | $2,718+172.3% | $2,177+240.0% |
| Participant deferral / active EE | $13,169 | $3,342+294.1% | $4,069+223.7% | $3,514+274.8% |
| Admin fee / account holder | $1 | $6,897-100.0% | $7,888-100.0% | $847-99.9% |