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 21 · EIN 66-0561870 | Bank Trustee | $35,175 |
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 | $71,127 | $50,637+40.5% | $86,590-17.9% | $62,292+14.2% |
| Participation rate | 98.9% | 67.9%+31.0pp | 73.5%+25.3pp | 69.5%+29.4pp |
| Annual return | 19.33% | 20.80%-1.5pp | 964.84%-945.5pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,306 | $2,075+11.1% | $2,839-18.8% | $2,042+12.9% |
| Participant deferral / active EE | $3,632 | $2,611+39.1% | $3,609+0.6% | $3,169+14.6% |
| Admin fee / account holder | $161 | $413-61.0% | $4,906-96.7% | $479-66.3% |