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 | $3,996 |
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 | $19,020 | $49,693-61.7% | $70,515-73.0% | $74,419-74.4% |
| Participation rate | 99.7% | 64.7%+35.0pp | 68.3%+31.3pp | 70.7%+28.9pp |
| Annual return | 19.34% | 21.22%-1.9pp | 32.77%-13.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,278 | $1,773-28.0% | $2,973-57.0% | $2,637-51.6% |
| Participant deferral / active EE | $1,933 | $3,376-42.7% | $4,567-57.7% | $4,528-57.3% |
| Admin fee / account holder | $12 | $316-96.1% | $6,412-99.8% | $348-96.5% |