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 |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $6,462 |
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 | $10,746 | $48,750-78.0% | $88,946-87.9% | $74,304-85.5% |
| Participation rate | 90.3% | 44.5%+45.8pp | 68.8%+21.4pp | 60.3%+29.9pp |
| Annual return | 33.50% | 25.91%+7.6pp | 57.82%-24.3pp | 29.43%+4.1pp |
| Employer contribution / active EE | $1,835 | $1,255+46.2% | $2,555-28.2% | $2,241-18.1% |
| Participant deferral / active EE | $2,924 | $2,423+20.7% | $4,581-36.2% | $3,767-22.4% |
| Admin fee / account holder | $21 | $3,756-99.5% | $8,261-99.8% | $2,969-99.3% |