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 60 · EIN 04-2647786 | Sub-TA Fees | $2,390 |
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 | $47,324 | $64,909-27.1% | $82,313-42.5% | $62,292-24.0% |
| Participation rate | 79.5% | 74.9%+4.6pp | 76.9%+2.6pp | 69.5%+9.9pp |
| Annual return | 22.28% | 21.18%+1.1pp | 25.88%-3.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $4,357 | $1,676+159.9% | $2,428+79.4% | $2,042+113.3% |
| Participant deferral / active EE | $4,043 | $3,103+30.3% | $3,706+9.1% | $3,169+27.6% |
| Admin fee / account holder | $27 | $440-93.8% | $5,608-99.5% | $479-94.3% |