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 |
|---|---|---|
OPEROSE ADVISORS, LLC2 years Service code 99 · EIN 81-4958026 | Other Fees | $39,302 |
Service code 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN, NY 11010 | Other Services | $5,063 |
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 | $58,819 | $71,142-17.3% | $119,609-50.8% | $64,808-9.2% |
| Participation rate | 89.6% | 78.6%+11.0pp | 79.3%+10.4pp | 71.5%+18.1pp |
| Annual return | -16.27% | -10.01%-6.3pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,875 | $2,497+15.1% | $4,232-32.1% | $2,506+14.7% |
| Participant deferral / active EE | $4,878 | $4,490+8.6% | $5,602-12.9% | $4,310+13.2% |
| Admin fee / account holder | $85 | $162-47.7% | $10,323-99.2% | $188-54.8% |