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 19 · EIN 51-0396365 | Securities Custodian | $26,065 |
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 | $17,828 | $52,293-65.9% | $178,490-90.0% | $73,409-75.7% |
| Participation rate | 94.9% | 65.3%+29.6pp | 81.9%+13.0pp | 72.2%+22.8pp |
| Annual return | 13.51% | 34.75%-21.2pp | 151.07%-137.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,528 | $1,735+103.3% | $5,011-29.6% | $2,234+58.0% |
| Participant deferral / active EE | $1,967 | $2,332-15.7% | $5,202-62.2% | $3,805-48.3% |
| Admin fee / account holder | $39 | $127-69.7% | $13,984-99.7% | $158-75.6% |