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 27 · EIN 35-2552359 | Advisory (Plan) | $6,944 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12 |
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 | $100,127 | $73,102+37.0% | $123,544-19.0% | $56,287+77.9% |
| Participation rate | 94.8% | 74.3%+20.5pp | 82.3%+12.5pp | 69.9%+25.0pp |
| Annual return | -1.00% | 3.01%-4.0pp | 119.20%-120.2pp | -9.96%+9.0pp |
| Employer contribution / active EE | $5,202 | $2,977+74.7% | $4,628+12.4% | $2,111+146.4% |
| Participant deferral / active EE | $8,958 | $5,423+65.2% | $6,426+39.4% | $3,350+167.4% |
| Admin fee / account holder | $72 | $554-87.0% | $9,284-99.2% | $521-86.2% |