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 01-0233346 | Recordkeeping | $0 |
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 | $49,587 | $57,108-13.2% | $94,224-47.4% | $52,331-5.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 0.59% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,433 | $1,735+97.8% | $3,587-4.3% | $1,882+82.4% |
| Participant deferral / active EE | $3,844 | $3,040+26.4% | $4,320-11.0% | $3,022+27.2% |
| Admin fee / account holder | $3 | $546-99.5% | $6,269-100.0% | $592-99.5% |