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 | $8,410 |
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 | $16,177 | $85,202-81.0% | $172,739-90.6% | $72,985-77.8% |
| Participation rate | 82.1% | 70.1%+12.0pp | 82.6%-0.5pp | 69.5%+12.6pp |
| Annual return | 24.49% | 27.32%-2.8pp | 802.84%-778.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $922 | $3,324-72.3% | $5,143-82.1% | $2,440-62.2% |
| Participant deferral / active EE | $1,268 | $3,260-61.1% | $5,198-75.6% | $3,607-64.8% |
| Admin fee / account holder | $38 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |