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 3-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 | $127 |
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 | $31,490 | $69,477-54.7% | $94,646-66.7% | $71,457-55.9% |
| Participation rate | 80.7% | 78.4%+2.2pp | 80.8%-0.1pp | 67.9%+12.8pp |
| Annual return | 26.83% | 29.66%-2.8pp | 156.71%-129.9pp | 28.85%-2.0pp |
| Employer contribution / active EE | $4,008 | $2,853+40.5% | $3,672+9.2% | $2,588+54.9% |
| Participant deferral / active EE | $7,387 | $7,345+0.6% | $7,418-0.4% | $4,289+72.2% |
| Admin fee / account holder | $32 | $1,210-97.4% | $7,231-99.6% | $1,587-98.0% |