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 9-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) | $5,421 |
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 | $41,619 | $80,673-48.4% | $101,326-58.9% | $84,808-50.9% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 19.24% | 38.95%-19.7pp | 36.82%-17.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,316 | $2,698+22.9% | $3,665-9.5% | $2,631+26.0% |
| Participant deferral / active EE | $6,253 | $6,840-8.6% | $7,994-21.8% | $4,212+48.5% |
| Admin fee / account holder | $63 | $12,784-99.5% | $11,185-99.4% | $7,344-99.1% |