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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,966 | $101,317-30.9% | $146,958-52.4% | $74,495-6.1% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.2%+4.7pp | 67.2%+19.7pp |
| Annual return | 13.07% | 8730.91%-8717.8pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $826 | $3,810-78.3% | $4,933-83.2% | $2,623-68.5% |
| Participant deferral / active EE | $6,672 | $7,303-8.6% | $8,070-17.3% | $4,346+53.5% |
| Admin fee / account holder | $71 | $1,739-95.9% | $12,998-99.5% | $1,942-96.4% |