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 | -$18,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,189 | $50,385+118.7% | $75,670+45.6% | $62,292+76.9% |
| Participation rate | 99.5% | 67.7%+31.8pp | 72.3%+27.2pp | 69.5%+30.0pp |
| Annual return | 16.08% | 19.90%-3.8pp | 27.34%-11.3pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,013 | $1,537+30.9% | $2,352-14.4% | $2,042-1.4% |
| Participant deferral / active EE | $5,391 | $2,445+120.5% | $3,142+71.6% | $3,169+70.1% |
| Admin fee / account holder | -$72 | $384-118.8% | $5,800-101.2% | $479-115.1% |