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 28 · EIN 41-0417830 | Investment Management | $5,796 |
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 | $38,102 | $83,477-54.4% | $125,175-69.6% | $72,985-47.8% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.5%+29.2pp |
| Annual return | 25.65% | 25.78%-0.1pp | 43.79%-18.1pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,865 | $2,345+22.2% | $3,865-25.9% | $2,440+17.4% |
| Participant deferral / active EE | $8,988 | $3,585+150.7% | $4,937+82.1% | $3,607+149.2% |
| Admin fee / account holder | $47 | $5,517-99.1% | $9,702-99.5% | $5,124-99.1% |