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 13 · EIN 42-0127290 | Contract Administrator | $87 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $44,765 | $78,275-42.8% | $109,143-59.0% | $86,799-48.4% |
| Participation rate | 71.6% | 73.8%-2.2pp | 75.9%-4.2pp | 72.3%-0.6pp |
| Annual return | 10.79% | 19.14%-8.4pp | 25.75%-15.0pp | 97.91%-87.1pp |
| Employer contribution / active EE | $940 | $3,105-69.7% | $3,722-74.7% | $2,405-60.9% |
| Participant deferral / active EE | $6,779 | $3,641+86.2% | $4,653+45.7% | $4,131+64.1% |
| Admin fee / account holder | $0 | $198-99.9% | $6,752-100.0% | $170-99.9% |