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 | $14,496 |
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 | $101,616 | $60,323+68.5% | $81,812+24.2% | $74,495+36.4% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.8pp |
| Annual return | 15.56% | 16.90%-1.3pp | 773.79%-758.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $12,038 | $2,620+359.4% | $2,912+313.4% | $2,623+358.9% |
| Participant deferral / active EE | $10,020 | $3,387+195.8% | $4,319+132.0% | $4,346+130.6% |
| Admin fee / account holder | $88 | $1,486-94.1% | $7,386-98.8% | $1,942-95.4% |