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 | $78,520-47.0% | $96,576-56.9% | $82,448-49.5% |
| Participation rate | 97.0% | 77.7%+19.2pp | 81.4%+15.5pp | 68.1%+28.9pp |
| Annual return | 19.24% | 41.30%-22.1pp | 38.47%-19.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,316 | $2,630+26.1% | $3,553-6.7% | $2,551+30.0% |
| Participant deferral / active EE | $6,253 | $6,754-7.4% | $7,956-21.4% | $4,139+51.1% |
| Admin fee / account holder | $63 | $13,455-99.5% | $11,381-99.4% | $7,234-99.1% |