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 | $25,721 |
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 | $30,939 | $61,272-49.5% | $149,673-79.3% | $71,457-56.7% |
| Participation rate | 70.2% | 62.5%+7.7pp | 78.8%-8.6pp | 67.9%+2.2pp |
| Annual return | 18.93% | 35.85%-16.9pp | 134.42%-115.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,736 | $2,378-27.0% | $4,818-64.0% | $2,588-32.9% |
| Participant deferral / active EE | $4,485 | $2,917+53.7% | $5,680-21.0% | $4,289+4.6% |
| Admin fee / account holder | $247 | $1,261-80.4% | $13,210-98.1% | $1,587-84.4% |