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) | $13,012 |
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 | $46,025 | $88,634-48.1% | $101,326-54.6% | $74,304-38.1% |
| Participation rate | 92.2% | 76.9%+15.3pp | 81.5%+10.7pp | 60.3%+31.8pp |
| Annual return | 38.11% | 33.10%+5.0pp | 36.82%+1.3pp | 29.43%+8.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,521 | $7,322+84.7% | $7,994+69.1% | $3,767+258.9% |
| Admin fee / account holder | $52 | $2,425-97.9% | $11,185-99.5% | $2,969-98.3% |