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 55 · EIN 35-2552359 | Other Commissions | $13,152 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,692 | $64,909-1.9% | $82,313-22.6% | $62,292+2.2% |
| Participation rate | 96.0% | 74.9%+21.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 12.37% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,846 | $1,676+69.8% | $2,428+17.2% | $2,042+39.3% |
| Participant deferral / active EE | $2,532 | $3,103-18.4% | $3,706-31.7% | $3,169-20.1% |
| Admin fee / account holder | $1 | $440-99.8% | $5,608-100.0% | $479-99.8% |