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 52 · EIN 04-1590850 | Indirect Investment Fees | $14,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,950 | $64,909-66.2% | $82,313-73.3% | $62,292-64.8% |
| Participation rate | 79.6% | 74.9%+4.7pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 12.91% | 21.18%-8.3pp | 25.88%-13.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $603 | $1,676-64.0% | $2,428-75.2% | $2,042-70.5% |
| Participant deferral / active EE | $1,486 | $3,103-52.1% | $3,706-59.9% | $3,169-53.1% |
| Admin fee / account holder | $108 | $440-75.4% | $5,608-98.1% | $479-77.5% |