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 64 · EIN 04-2647786 | Recordkeeping Fees | $165 |
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 | $54,124 | $52,467+3.2% | $57,179-5.3% | $55,167-1.9% |
| Participation rate | 94.2% | 75.8%+18.4pp | 75.3%+18.9pp | 69.0%+25.2pp |
| Annual return | 88.93% | 7.72%+81.2pp | 14.59%+74.3pp | 169.23%-80.3pp |
| Employer contribution / active EE | $1,163 | $2,477-53.0% | $2,682-56.6% | $1,963-40.7% |
| Participant deferral / active EE | $1,599 | $2,830-43.5% | $3,096-48.4% | $3,054-47.7% |
| Admin fee / account holder | $1 | $269-99.8% | $3,139-100.0% | $504-99.9% |