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 | $28,334 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,799 | $80,753+17.4% | $136,294-30.4% | $62,292+52.2% |
| Participation rate | 91.3% | 73.5%+17.8pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 14.71% | 35.83%-21.1pp | 5155.94%-5141.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,612 | $5,164+8.7% | $6,247-10.2% | $3,169+77.1% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |