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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20 |
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 | $48,181 | $51,769-6.9% | $57,343-16.0% | $52,331-7.9% |
| Participation rate | 98.3% | 75.2%+23.1pp | 75.1%+23.3pp | 68.1%+30.2pp |
| Annual return | 0.90% | 2.43%-1.5pp | 24.39%-23.5pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,991 | $2,335-14.7% | $2,689-25.9% | $1,882+5.8% |
| Participant deferral / active EE | $1,873 | $2,794-33.0% | $3,162-40.8% | $3,022-38.0% |
| Admin fee / account holder | $0 | $295-99.8% | $3,356-100.0% | $592-99.9% |