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 4-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 20-1090152 | Advisory (Participants) | $61,112 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,350 |
Annual investment return 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 | $106,494 | $86,655+22.9% | $119,609-11.0% | $66,914+59.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 79.3%+0.7pp | 69.8%+10.2pp |
| Annual return | -18.55% | -8.00%-10.5pp | -14.97%-3.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,835 | $2,536+11.8% | $4,232-33.0% | $2,544+11.4% |
| Participant deferral / active EE | $5,283 | $4,358+21.2% | $5,602-5.7% | $4,237+24.7% |
| Admin fee / account holder | $288 | $755-61.8% | $10,323-97.2% | $593-51.4% |