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 3-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 | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,381 | $51,447-72.0% | $104,607-86.3% | $73,409-80.4% |
| Participation rate | 87.1% | 68.2%+18.9pp | 74.1%+13.0pp | 72.2%+14.9pp |
| Annual return | 20.59% | 25.06%-4.5pp | 340.46%-319.9pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,401 | $1,441-2.8% | $2,681-47.7% | $2,234-37.3% |
| Participant deferral / active EE | $2,775 | $3,058-9.3% | $3,740-25.8% | $3,805-27.1% |
| Admin fee / account holder | $74 | $122-39.0% | $6,473-98.9% | $158-52.9% |