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 | $50 |
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 | $126,772 | $65,061+94.9% | $143,757-11.8% | $66,914+89.5% |
| Participation rate | 87.8% | 65.2%+22.6pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | -15.48% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $8,802 | $2,361+272.9% | $4,951+77.8% | $2,544+246.0% |
| Participant deferral / active EE | $6,296 | $2,919+115.7% | $5,637+11.7% | $4,237+48.6% |
| Admin fee / account holder | $15 | $502-97.0% | $14,673-99.9% | $593-97.4% |