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 60 · EIN 04-2647786 | Sub-TA Fees | $749 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,374 | $78,422+20.3% | $95,952-1.6% | $79,858+18.2% |
| Participation rate | 80.5% | 73.5%+7.0pp | 77.1%+3.4pp | 69.6%+10.9pp |
| Annual return | 8.71% | 19.37%-10.7pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $769 | $1,945-60.5% | $2,541-69.8% | $2,471-68.9% |
| Participant deferral / active EE | $8,787 | $3,440+155.4% | $4,167+110.9% | $3,740+134.9% |
| Admin fee / account holder | $258 | $5,622-95.4% | $6,795-96.2% | $5,306-95.1% |