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 16 · EIN 47-1411118 | Consulting | $14,872 |
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 | $92,217 | $48,230+91.2% | $67,502+36.6% | $80,856+14.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.96% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,971 | $2,020+146.2% | $2,731+82.0% | $2,755+80.5% |
| Participant deferral / active EE | $10,609 | $2,924+262.9% | $4,000+165.2% | $4,296+147.0% |
| Admin fee / account holder | $255 | $3,681-93.1% | $3,998-93.6% | $6,918-96.3% |