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 | $11,196 |
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 | $90,334 | $51,197+76.4% | $82,719+9.2% | $66,914+35.0% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.6%+26.8pp | 69.8%+29.6pp |
| Annual return | -16.30% | -9.64%-6.7pp | 701.18%-717.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,437 | $2,611-6.6% | $3,009-19.0% | $2,544-4.2% |
| Participant deferral / active EE | $4,522 | $3,458+30.8% | $4,395+2.9% | $4,237+6.7% |
| Admin fee / account holder | $92 | $416-77.8% | $5,329-98.3% | $593-84.5% |