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 14-1886561 | Advisory (Plan) | $46,012 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,559 |
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 | $73,247 | $84,487-13.3% | $125,339-41.6% | $66,914+9.5% |
| Participation rate | 81.0% | 76.4%+4.6pp | 82.4%-1.4pp | 69.8%+11.2pp |
| Annual return | -15.27% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,123 | $3,553-40.2% | $4,814-55.9% | $2,544-16.5% |
| Participant deferral / active EE | $4,067 | $6,781-40.0% | $7,446-45.4% | $4,237-4.0% |
| Admin fee / account holder | $233 | $685-66.0% | $10,010-97.7% | $593-60.7% |