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 | $81 |
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 | $33,630 | $59,186-43.2% | $76,768-56.2% | $56,287-40.3% |
| Participation rate | 88.5% | 75.2%+13.3pp | 77.0%+11.6pp | 69.9%+18.7pp |
| Annual return | -3.07% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,053 | $1,759+16.8% | $2,485-17.4% | $2,111-2.7% |
| Participant deferral / active EE | $4,153 | $3,255+27.6% | $3,852+7.8% | $3,350+24.0% |
| Admin fee / account holder | $99 | $489-79.8% | $6,675-98.5% | $521-81.1% |