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 | $175 |
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 | $86,786 | $68,413+26.9% | $123,104-29.5% | $55,191+57.2% |
| Participation rate | 78.5% | 84.5%-6.1pp | 86.8%-8.3pp | 69.2%+9.3pp |
| Annual return | 1.70% | 6.30%-4.6pp | 13.22%-11.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $2,187 | $3,050-28.3% | $5,151-57.5% | $1,899+15.2% |
| Participant deferral / active EE | $5,972 | $4,490+33.0% | $6,230-4.1% | $3,046+96.0% |
| Admin fee / account holder | $3 | $88-96.5% | $9,015-100.0% | $91-96.6% |