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 26 · EIN 32-0781448 | Advisory (Participants) | $13,054 |
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 | $105,783 | $88,634+19.3% | $101,326+4.4% | $74,304+42.4% |
| Participation rate | 99.1% | 76.9%+22.2pp | 81.5%+17.6pp | 60.3%+38.7pp |
| Annual return | 18.83% | 33.10%-14.3pp | 36.82%-18.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $2,981 | $2,930+1.7% | $3,665-18.7% | $2,241+33.0% |
| Participant deferral / active EE | $12,864 | $7,322+75.7% | $7,994+60.9% | $3,767+241.5% |
| Admin fee / account holder | $104 | $2,425-95.7% | $11,185-99.1% | $2,969-96.5% |