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 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $1,218 |
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 | $31,564 | $54,762-42.4% | $90,281-65.0% | $72,985-56.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.37% | 30.63%-12.3pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,800 | $2,092+129.4% | $2,854+68.2% | $2,440+96.7% |
| Participant deferral / active EE | $4,550 | $2,887+57.6% | $3,885+17.1% | $3,607+26.1% |
| Admin fee / account holder | $9 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |