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 04-2647786 | Advisory (Plan) | $13,687 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,233 |
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 | $56,652 | $73,638-23.1% | $95,952-41.0% | $73,488-22.9% |
| Participation rate | 96.2% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 12.22% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,222 | $1,863-34.4% | $2,541-51.9% | $2,270-46.2% |
| Participant deferral / active EE | $3,223 | $3,617-10.9% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $239 | $482-50.4% | $6,795-96.5% | $513-53.4% |