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 9-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 53-0181291 | Advisory (Plan) | $7,510 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,479 |
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 | $59,613 | $65,435-8.9% | $86,677-31.2% | $66,914-10.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.43% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,702 | $2,153+118.4% | $2,836+65.8% | $2,544+84.8% |
| Participant deferral / active EE | $4,965 | $4,100+21.1% | $4,656+6.6% | $4,237+17.2% |
| Admin fee / account holder | $74 | $642-88.5% | $7,493-99.0% | $593-87.6% |