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 9-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 | -$190 |
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 | $37,394 | $69,745-46.4% | $67,511-44.6% | $74,546-49.8% |
| Participation rate | 83.7% | 71.3%+12.3pp | 72.9%+10.8pp | 67.2%+16.5pp |
| Annual return | 14.17% | -40.37%+54.5pp | 3517.41%-3503.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $3,001 | $2,705+11.0% | $2,733+9.8% | $2,624+14.4% |
| Participant deferral / active EE | $6,279 | $3,636+72.7% | $4,000+57.0% | $4,347+44.4% |
| Admin fee / account holder | -$1 | $894-100.1% | $3,999-100.0% | $1,944-100.1% |