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 14 · EIN 04-1590850 | Plan Administrator | $1,859 |
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 | $30,356 | $41,854-27.5% | $73,843-58.9% | $52,331-42.0% |
| Participation rate | 96.0% | 66.2%+29.7pp | 73.4%+22.5pp | 68.1%+27.8pp |
| Annual return | 2.87% | 2.11%+0.8pp | 2267.84%-2265.0pp | 4.54%-1.7pp |
| Employer contribution / active EE | $545 | $1,920-71.6% | $2,787-80.4% | $1,882-71.0% |
| Participant deferral / active EE | $1,898 | $2,498-24.0% | $3,583-47.0% | $3,022-37.2% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |