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 6-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 |
|---|---|---|
TRUTINA FINANCIAL4+ years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $38,284 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,078 |
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 | $27,631 | $50,199-45.0% | $70,092-60.6% | $66,914-58.7% |
| Participation rate | 95.9% | 66.3%+29.6pp | 70.5%+25.4pp | 69.8%+26.1pp |
| Annual return | -11.45% | -13.85%+2.4pp | 190.73%-202.2pp | 1.58%-13.0pp |
| Employer contribution / active EE | $1,990 | $1,864+6.8% | $2,559-22.2% | $2,544-21.8% |
| Participant deferral / active EE | $3,620 | $3,112+16.3% | $3,849-6.0% | $4,237-14.6% |
| Admin fee / account holder | $238 | $600-60.3% | $6,267-96.2% | $593-59.9% |