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 25 · EIN 04-2647786 | Directed Trustee | $1,579 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,691 | $56,629-65.2% | $77,999-74.8% | $55,167-64.3% |
| Participation rate | 74.8% | 73.3%+1.5pp | 75.5%-0.7pp | 69.0%+5.8pp |
| Annual return | 0.00% | 2866.98%-2867.0pp | 425.96%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $998 | $1,723-42.1% | $2,470-59.6% | $1,963-49.1% |
| Participant deferral / active EE | $2,144 | $2,777-22.8% | $3,497-38.7% | $3,054-29.8% |
| Admin fee / account holder | $16 | $467-96.5% | $5,480-99.7% | $504-96.8% |