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 30-0219031 | Recordkeeping | $23,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,326 | $65,061-64.1% | $143,757-83.8% | $66,914-65.1% |
| Participation rate | 78.2% | 65.2%+13.0pp | 80.3%-2.2pp | 69.8%+8.3pp |
| Annual return | -17.07% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,533 | $2,361-35.0% | $4,951-69.0% | $2,544-39.7% |
| Participant deferral / active EE | $3,840 | $2,919+31.6% | $5,637-31.9% | $4,237-9.4% |
| Admin fee / account holder | $213 | $502-57.6% | $14,673-98.5% | $593-64.1% |