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 6-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 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $16,603 |
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 | $42,922 | $45,035-4.7% | $62,995-31.9% | $70,131-38.8% |
| Participation rate | 79.7% | 69.5%+10.2pp | 74.8%+4.9pp | 69.5%+10.2pp |
| Annual return | 12.35% | 18.76%-6.4pp | 87.57%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,224 | $2,051+57.2% | $2,759+16.9% | $2,342+37.7% |
| Participant deferral / active EE | $2,925 | $2,465+18.7% | $3,329-12.2% | $3,332-12.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |