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 60 · EIN 04-2647786 | Sub-TA Fees | $4,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,218 | $74,347-59.4% | $93,606-67.7% | $67,579-55.3% |
| Participation rate | 90.0% | 80.6%+9.3pp | 75.8%+14.1pp | 71.3%+18.7pp |
| Annual return | 65.39% | 28.07%+37.3pp | 32.76%+32.6pp | 378.56%-313.2pp |
| Employer contribution / active EE | $1,318 | $2,583-49.0% | $2,718-51.5% | $2,148-38.6% |
| Participant deferral / active EE | $2,563 | $4,060-36.9% | $4,069-37.0% | $3,539-27.6% |
| Admin fee / account holder | $7 | $123-94.5% | $7,888-99.9% | $142-95.2% |