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 9-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 52 · EIN 04-1590850 | Indirect Investment Fees | $8,833 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,859 | $71,666+7.2% | $117,854-34.8% | $69,631+10.4% |
| Participation rate | 94.6% | 77.5%+17.0pp | 79.7%+14.9pp | 70.7%+23.9pp |
| Annual return | 13.99% | 18.86%-4.9pp | 335.08%-321.1pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $2,932 | $1,889+55.2% | $3,786-22.6% | $2,032+44.3% |
| Participant deferral / active EE | $3,056 | $3,340-8.5% | $4,482-31.8% | $3,224-5.2% |
| Admin fee / account holder | $27 | $120-77.4% | $8,020-99.7% | $110-75.3% |