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 64 · EIN 04-2647786 | Recordkeeping Fees | $175 |
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 | $50,363 | $86,655-41.9% | $119,609-57.9% | $66,914-24.7% |
| Participation rate | 89.5% | 75.6%+14.0pp | 79.3%+10.3pp | 69.8%+19.7pp |
| Annual return | -16.37% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,753 | $2,536-30.9% | $4,232-58.6% | $2,544-31.1% |
| Participant deferral / active EE | $6,199 | $4,358+42.2% | $5,602+10.7% | $4,237+46.3% |
| Admin fee / account holder | $272 | $755-63.9% | $10,323-97.4% | $593-54.1% |