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 | $9,381 |
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 | $69,574 | $56,640+22.8% | $80,975-14.1% | $57,658+20.7% |
| Participation rate | 94.9% | 75.9%+19.1pp | 75.8%+19.1pp | 70.2%+24.7pp |
| Annual return | 6.96% | 19.97%-13.0pp | 17.10%-10.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,777 | $2,085+33.2% | $3,714-25.2% | $1,974+40.7% |
| Participant deferral / active EE | $6,295 | $4,944+27.3% | $5,696+10.5% | $3,061+105.7% |
| Admin fee / account holder | $13 | $87-85.6% | $5,516-99.8% | $95-86.7% |