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) | $28,181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,086 | $101,317+24.4% | $146,958-14.2% | $74,495+69.3% |
| Participation rate | 90.7% | 75.5%+15.2pp | 82.2%+8.6pp | 67.2%+23.5pp |
| Annual return | 16.87% | 8730.91%-8714.0pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $6 | $3,810-99.8% | $4,933-99.9% | $2,623-99.8% |
| Participant deferral / active EE | $10,275 | $7,303+40.7% | $8,070+27.3% | $4,346+136.4% |
| Admin fee / account holder | $210 | $1,739-87.9% | $12,998-98.4% | $1,942-89.2% |