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 | $27,599 |
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 | $19,504 | $58,347-66.6% | $85,682-77.2% | $86,799-77.5% |
| Participation rate | 99.6% | 64.9%+34.7pp | 69.9%+29.8pp | 72.3%+27.3pp |
| Annual return | 16.56% | 18.43%-1.9pp | 21.49%-4.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,153 | $1,751-34.1% | $2,618-56.0% | $2,405-52.1% |
| Participant deferral / active EE | $1,853 | $3,065-39.6% | $3,923-52.8% | $4,131-55.1% |
| Admin fee / account holder | $94 | $147-36.3% | $6,873-98.6% | $170-44.6% |