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 60 · EIN 04-2647786 | Sub-TA Fees | $12,879 |
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 | $140,359 | $82,978+69.2% | $129,995+8.0% | $71,457+96.4% |
| Participation rate | 77.0% | 74.1%+2.9pp | 78.5%-1.5pp | 67.9%+9.1pp |
| Annual return | 18.66% | 20.60%-1.9pp | -137.18%+155.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,100 | $2,622-19.9% | $4,320-51.4% | $2,588-18.8% |
| Participant deferral / active EE | $5,508 | $4,432+24.3% | $5,820-5.4% | $4,289+28.4% |
| Admin fee / account holder | $116 | $1,729-93.3% | $10,614-98.9% | $1,587-92.7% |