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 8-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 99 · EIN 47-4360318 | Other Fees | $24,152 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,798 | $145,877-65.9% | $150,045-66.8% | $102,872-51.6% |
| Participation rate | 97.9% | 79.8%+18.0pp | 82.3%+15.5pp | 73.0%+24.8pp |
| Annual return | 20.65% | 21.37%-0.7pp | 62.55%-41.9pp | 19.06%+1.6pp |
| Employer contribution / active EE | $2,136 | $4,710-54.6% | $4,693-54.5% | $3,526-39.4% |
| Participant deferral / active EE | $8,858 | $9,491-6.7% | $7,997+10.8% | $5,535+60.0% |
| Admin fee / account holder | $131 | $176-25.8% | $13,435-99.0% | $292-55.3% |