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 | $125 |
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 | $141,843 | $61,156+131.9% | $185,823-23.7% | $79,386+78.7% |
| Participation rate | 98.9% | 66.6%+32.2pp | 81.7%+17.2pp | 70.7%+28.2pp |
| Annual return | 13.54% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $8,508 | $2,321+266.7% | $5,167+64.7% | $2,427+250.5% |
| Participant deferral / active EE | $6,928 | $2,789+148.4% | $5,568+24.4% | $4,046+71.2% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |