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 | $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 | $73,261 | $31,388+133.4% | $73,545-0.4% | $62,292+17.6% |
| Participation rate | 85.2% | 39.9%+45.3pp | 54.9%+30.2pp | 69.5%+15.6pp |
| Annual return | 23.69% | 25.34%-1.7pp | -15.16%+38.8pp | 28.90%-5.2pp |
| Employer contribution / active EE | $873 | $498+75.3% | $1,219-28.4% | $2,042-57.3% |
| Participant deferral / active EE | $3,377 | $1,028+228.4% | $1,806+87.0% | $3,169+6.6% |
| Admin fee / account holder | $229 | $299-23.7% | $2,320-90.1% | $479-52.3% |