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 27 · EIN 47-1411118 | Advisory (Plan) | $64,301 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,757 |
Form 5500 reported that benefits due were not provided when due.
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 | $80,748 | $73,404+10.0% | $87,100-7.3% | $67,579+19.5% |
| Participation rate | 94.7% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 62.08% | 48.29%+13.8pp | 28.19%+33.9pp | 378.56%-316.5pp |
| Employer contribution / active EE | $2,751 | $2,014+36.6% | $2,521+9.1% | $2,148+28.1% |
| Participant deferral / active EE | $4,585 | $3,913+17.2% | $4,049+13.3% | $3,539+29.6% |
| Admin fee / account holder | $152 | $142+7.4% | $7,497-98.0% | $142+6.9% |