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 | $6,352 |
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 | $40,147 | $78,485-48.8% | $106,213-62.2% | $74,495-46.1% |
| Participation rate | 74.0% | 72.8%+1.2pp | 75.3%-1.3pp | 67.2%+6.8pp |
| Annual return | 18.43% | 15.95%+2.5pp | 116.14%-97.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,233 | $2,523-51.1% | $3,171-61.1% | $2,623-53.0% |
| Participant deferral / active EE | $2,242 | $4,322-48.1% | $5,016-55.3% | $4,346-48.4% |
| Admin fee / account holder | $31 | $2,232-98.6% | $11,033-99.7% | $1,942-98.4% |