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 5-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 | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,663 | $71,666+11.2% | $117,854-32.4% | $69,631+14.4% |
| Participation rate | 80.4% | 77.5%+2.8pp | 79.7%+0.7pp | 70.7%+9.7pp |
| Annual return | 57.45% | 18.86%+38.6pp | 335.08%-277.6pp | 27571.02%-27513.6pp |
| Employer contribution / active EE | $4,491 | $1,889+137.7% | $3,786+18.6% | $2,032+121.0% |
| Participant deferral / active EE | $4,257 | $3,340+27.5% | $4,482-5.0% | $3,224+32.1% |
| Admin fee / account holder | $4 | $120-96.6% | $8,020-99.9% | $110-96.3% |