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 7-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 26 · EIN 32-0781448 | Advisory (Participants) | $13,451 |
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 | $78,614 | $100,923-22.1% | $150,045-47.6% | $74,304+5.8% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.2pp | 60.3%+37.2pp |
| Annual return | 19.96% | 51.77%-31.8pp | 62.55%-42.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $12,431 | $3,463+258.9% | $4,693+164.9% | $2,241+454.7% |
| Participant deferral / active EE | $16,651 | $6,709+148.2% | $7,997+108.2% | $3,767+342.0% |
| Admin fee / account holder | $87 | $2,767-96.8% | $13,435-99.4% | $2,969-97.1% |