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 47-1411118 | Advisory (Plan) | $32,449 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,140 |
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 | $83,983 | $55,415+51.6% | $155,509-46.0% | $74,495+12.7% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.5pp | 67.2%+31.4pp |
| Annual return | 15.64% | 268.50%-252.9pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,162 | $2,267+39.5% | $4,672-32.3% | $2,623+20.5% |
| Participant deferral / active EE | $5,611 | $2,836+97.9% | $5,626-0.3% | $4,346+29.1% |
| Admin fee / account holder | $221 | $1,738-87.3% | $15,912-98.6% | $1,942-88.6% |