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 27 · EIN 38-2722519 | Advisory (Plan) | $35,581 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,071 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,641 | $104,475+186.8% | $159,436+87.9% | $79,386+277.4% |
| Participation rate | 93.5% | 76.6%+16.9pp | 82.8%+10.7pp | 70.7%+22.8pp |
| Annual return | 16.24% | 67.95%-51.7pp | 263.57%-247.3pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,468 | $3,417+1.5% | $4,829-28.2% | $2,427+42.9% |
| Participant deferral / active EE | $7,463 | $6,467+15.4% | $7,352+1.5% | $4,046+84.5% |
| Admin fee / account holder | $139 | $711-80.4% | $10,799-98.7% | $626-77.8% |