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 | $5,718 |
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 | $42,081 | $71,516-41.2% | $98,439-57.3% | $71,457-41.1% |
| Participation rate | 77.7% | 72.7%+5.0pp | 75.2%+2.5pp | 67.9%+9.8pp |
| Annual return | 29.77% | 32.41%-2.6pp | 21.16%+8.6pp | 28.85%+0.9pp |
| Employer contribution / active EE | $1,727 | $2,399-28.0% | $3,048-43.3% | $2,588-33.3% |
| Participant deferral / active EE | $3,352 | $4,109-18.4% | $4,738-29.2% | $4,289-21.8% |
| Admin fee / account holder | $35 | $1,675-97.9% | $8,948-99.6% | $1,587-97.8% |