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 60 · EIN 04-2647786 | Sub-TA Fees | -$24,875 |
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 | $61,933 | $56,640+9.3% | $80,975-23.5% | $57,658+7.4% |
| Participation rate | 88.3% | 75.9%+12.5pp | 75.8%+12.5pp | 70.2%+18.1pp |
| Annual return | 12.89% | 19.97%-7.1pp | 17.10%-4.2pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,800 | $2,085-13.7% | $3,714-51.5% | $1,974-8.8% |
| Participant deferral / active EE | $5,484 | $4,944+10.9% | $5,696-3.7% | $3,061+79.2% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |