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 52 · EIN 04-1590850 | Indirect Investment Fees | $10,269 |
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 | $67,971 | $55,182+23.2% | $73,307-7.3% | $55,191+23.2% |
| Participation rate | 93.5% | 73.9%+19.5pp | 74.9%+18.6pp | 69.2%+24.3pp |
| Annual return | 2.61% | 8.55%-5.9pp | 5.67%-3.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,587 | $1,935+33.7% | $3,237-20.1% | $1,899+36.2% |
| Participant deferral / active EE | $6,134 | $4,641+32.2% | $4,991+22.9% | $3,046+101.3% |
| Admin fee / account holder | $14 | $68-79.0% | $5,637-99.7% | $91-84.2% |