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 04-2647786 | Directed Trustee | $7,337 |
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 | $52,016 | $55,453-6.2% | $170,442-69.5% | $62,292-16.5% |
| Participation rate | 87.8% | 66.4%+21.4pp | 83.6%+4.2pp | 69.5%+18.3pp |
| Annual return | 16.95% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,464 | $2,164+152.5% | $5,433+0.6% | $2,042+167.5% |
| Participant deferral / active EE | $11,282 | $2,303+390.0% | $4,939+128.4% | $3,169+256.0% |
| Admin fee / account holder | $38 | $455-91.7% | $13,880-99.7% | $479-92.1% |