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 15 · EIN 01-0233346 | Recordkeeping | $4,200 |
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 | $27,738 | $80,724-65.6% | $103,333-73.2% | $74,495-62.8% |
| Participation rate | 71.9% | 65.7%+6.2pp | 74.5%-2.6pp | 67.2%+4.7pp |
| Annual return | 10.89% | 27.56%-16.7pp | 24.88%-14.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,527 | $3,157-51.6% | $3,868-60.5% | $2,623-41.8% |
| Participant deferral / active EE | $2,858 | $3,860-26.0% | $5,057-43.5% | $4,346-34.2% |
| Admin fee / account holder | $213 | $2,368-91.0% | $8,355-97.4% | $1,942-89.0% |