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 8-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 | $11,607 |
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 | $8,371 | $25,302-66.9% | $74,701-88.8% | $67,579-87.6% |
| Participation rate | 91.8% | 37.8%+53.9pp | 54.5%+37.3pp | 71.3%+20.5pp |
| Annual return | 24.97% | 10291.17%-10266.2pp | 752.92%-728.0pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,342 | $446+200.7% | $1,084+23.9% | $2,148-37.5% |
| Participant deferral / active EE | $1,694 | $954+77.6% | $1,964-13.7% | $3,539-52.1% |
| Admin fee / account holder | $56 | $108-47.9% | $3,333-98.3% | $142-60.6% |