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 | $1,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,218 | $54,517-46.4% | $75,972-61.5% | $74,495-60.8% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 18.94% | 31.82%-12.9pp | 359.55%-340.6pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $4,683 | $1,777+163.5% | $2,685+74.4% | $2,623+78.5% |
| Participant deferral / active EE | $1,736 | $3,066-43.4% | $4,255-59.2% | $4,346-60.0% |
| Admin fee / account holder | $16 | $2,229-99.3% | $6,467-99.7% | $1,942-99.2% |