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 | $1,490 |
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 | $57,150 | $40,256+42.0% | $57,343-0.3% | $59,632-4.2% |
| Participation rate | 95.7% | 69.2%+26.6pp | 75.1%+20.7pp | 68.7%+27.1pp |
| Annual return | 1.61% | 27.49%-25.9pp | 24.39%-22.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $3,811 | $1,922+98.3% | $2,689+41.7% | $2,203+73.0% |
| Participant deferral / active EE | $5,078 | $2,399+111.7% | $3,162+60.6% | $3,192+59.1% |
| Admin fee / account holder | $9 | $2,818-99.7% | $3,356-99.7% | $4,297-99.8% |