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 | $26,743 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,829 | $44,873+48.9% | $79,464-15.9% | $56,287+18.7% |
| Participation rate | 98.2% | 68.7%+29.4pp | 73.3%+24.8pp | 69.9%+28.3pp |
| Annual return | -5.77% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,308 | $2,140+7.8% | $2,800-17.6% | $2,111+9.3% |
| Participant deferral / active EE | $3,980 | $2,746+45.0% | $3,704+7.5% | $3,350+18.8% |
| Admin fee / account holder | $129 | $418-69.3% | $5,113-97.5% | $521-75.3% |