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 25 · EIN 13-5570651 | Directed Trustee | $258 |
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 | $37,913 | $65,322-42.0% | $70,449-46.2% | $73,488-48.4% |
| Participation rate | 97.3% | 77.0%+20.3pp | 75.1%+22.2pp | 70.7%+26.6pp |
| Annual return | 14.81% | 15.71%-0.9pp | 109.03%-94.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,291 | $2,460-6.9% | $2,737-16.3% | $2,270+0.9% |
| Participant deferral / active EE | $2,527 | $3,375-25.1% | $3,709-31.9% | $3,740-32.4% |
| Admin fee / account holder | $1 | $214-99.7% | $3,845-100.0% | $513-99.9% |