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 35-0145825 | Recordkeeping | $3,160 |
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 | $59,874 | $58,726+2.0% | $92,233-35.1% | $62,292-3.9% |
| Participation rate | 72.3% | 68.3%+3.9pp | 76.5%-4.2pp | 69.5%+2.8pp |
| Annual return | 14.20% | 43.62%-29.4pp | 176.28%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,231 | $2,392-6.7% | $3,679-39.4% | $2,042+9.3% |
| Participant deferral / active EE | $3,792 | $2,766+37.1% | $3,897-2.7% | $3,169+19.7% |
| Admin fee / account holder | $29 | $556-94.7% | $5,194-99.4% | $479-93.9% |