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) | $47,308 |
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 | $75,167 | $91,407-17.8% | $135,903-44.7% | $71,457+5.2% |
| Participation rate | 94.9% | 75.7%+19.3pp | 81.9%+13.0pp | 67.9%+27.0pp |
| Annual return | 21.37% | 29.90%-8.5pp | 68.23%-46.9pp | 28.85%-7.5pp |
| Employer contribution / active EE | $2,341 | $3,703-36.8% | $4,856-51.8% | $2,588-9.5% |
| Participant deferral / active EE | $4,938 | $7,092-30.4% | $7,758-36.4% | $4,289+15.1% |
| Admin fee / account holder | $198 | $1,266-84.3% | $10,762-98.2% | $1,587-87.5% |