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 99 · EIN 47-1411118 | Other Fees | $16,779 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,230 |
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 | $52,517 | $101,317-48.2% | $146,958-64.3% | $74,495-29.5% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 19.78% | 8730.91%-8711.1pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,255 | $3,810-40.8% | $4,933-54.3% | $2,623-14.0% |
| Participant deferral / active EE | $7,555 | $7,303+3.5% | $8,070-6.4% | $4,346+73.9% |
| Admin fee / account holder | $48 | $1,739-97.3% | $12,998-99.6% | $1,942-97.5% |