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 9-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 | $1,354 |
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 | $66,855 | $101,499-34.1% | $147,005-54.5% | $74,546-10.3% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 16.52% | 8732.34%-8715.8pp | 418.76%-402.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $2,380 | $3,811-37.6% | $4,934-51.8% | $2,624-9.3% |
| Participant deferral / active EE | $10,857 | $7,304+48.6% | $8,070+34.5% | $4,347+149.7% |
| Admin fee / account holder | $63 | $1,748-96.4% | $13,006-99.5% | $1,944-96.8% |