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 8-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 28 · EIN 85-3227603 | Investment Management | $22,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,243 | $73,397-72.4% | $178,014-88.6% | $74,546-72.8% |
| Participation rate | 96.4% | 66.6%+29.8pp | 77.1%+19.3pp | 67.2%+29.2pp |
| Annual return | 16.21% | 17.49%-1.3pp | 294.80%-278.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $3,088 | $2,217+39.3% | $3,950-21.8% | $2,624+17.7% |
| Participant deferral / active EE | $4,699 | $4,512+4.1% | $6,276-25.1% | $4,347+8.1% |
| Admin fee / account holder | $86 | $1,809-95.2% | $10,362-99.2% | $1,944-95.6% |