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 26 · EIN 71-1004774 | Advisory (Participants) | $23,290 |
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 | $114,663 | $91,407+25.4% | $135,903-15.6% | $71,457+60.5% |
| Participation rate | 89.5% | 75.7%+13.9pp | 81.9%+7.6pp | 67.9%+21.6pp |
| Annual return | 20.33% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,666 | $7,092+36.3% | $7,758+24.6% | $4,289+125.4% |
| Admin fee / account holder | $190 | $1,266-85.0% | $10,762-98.2% | $1,587-88.0% |