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 99 · EIN 59-2195688 | Other Fees | $27,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $37,933 | $81,537-53.5% | $149,718-74.7% | $69,631-45.5% |
| Participation rate | 85.7% | 86.1%-0.5pp | 87.1%-1.4pp | 70.7%+15.0pp |
| Annual return | 18.74% | 22.79%-4.1pp | 1501.63%-1482.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $5,585 | $3,239+72.4% | $5,445+2.6% | $2,032+174.8% |
| Participant deferral / active EE | $3,527 | $4,994-29.4% | $6,569-46.3% | $3,224+9.4% |
| Admin fee / account holder | $8 | $107-92.8% | $11,283-99.9% | $110-93.0% |