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 7-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 | $1,397 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,480 | $79,013-41.2% | $100,391-53.7% | $74,495-37.6% |
| Participation rate | 84.5% | 79.5%+5.0pp | 81.5%+3.0pp | 67.2%+17.3pp |
| Annual return | 22.48% | 20.41%+2.1pp | 49.20%-26.7pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,677 | $7,760+24.7% | $8,082+19.7% | $4,346+122.7% |
| Admin fee / account holder | $10 | $1,320-99.2% | $7,899-99.9% | $1,942-99.5% |