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 13-2638166 | Advisory (Plan) | $25,000 |
UNTRACHT EARLY LLC4+ years Service code 10 · EIN 22-3754856 | Accounting | $17,625 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,000 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,000 |
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 | $116,562 | $62,267+87.2% | $110,238+5.7% | $55,725+109.2% |
| Participation rate | 95.6% | 78.1%+17.5pp | 79.8%+15.8pp | 70.9%+24.7pp |
| Annual return | -0.78% | -1.07%+0.3pp | 314.74%-315.5pp | 244.93%-245.7pp |
| Employer contribution / active EE | $2,621 | $1,941+35.0% | $3,826-31.5% | $2,078+26.1% |
| Participant deferral / active EE | $5,439 | $3,516+54.7% | $4,672+16.4% | $3,356+62.1% |
| Admin fee / account holder | $10 | $121-92.1% | $8,547-99.9% | $115-91.7% |