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 | $90,175 |
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 | $30,683 | $52,293-41.3% | $178,490-82.8% | $73,409-58.2% |
| Participation rate | 75.6% | 65.3%+10.3pp | 81.9%-6.3pp | 72.2%+3.5pp |
| Annual return | 15.81% | 34.75%-18.9pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,232 | $1,735-29.0% | $5,011-75.4% | $2,234-44.9% |
| Participant deferral / active EE | $3,126 | $2,332+34.0% | $5,202-39.9% | $3,805-17.9% |
| Admin fee / account holder | $142 | $127+11.3% | $13,984-99.0% | $158-10.2% |