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 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 | $20,955 | $37,196-43.7% | $154,107-86.4% | $55,725-62.4% |
| Participation rate | 79.9% | 64.1%+15.8pp | 83.0%-3.2pp | 70.9%+9.0pp |
| Annual return | 7.55% | 1319.68%-1312.1pp | 735.12%-727.6pp | 244.93%-237.4pp |
| Employer contribution / active EE | $266 | $1,614-83.5% | $5,298-95.0% | $2,078-87.2% |
| Participant deferral / active EE | $2,415 | $2,068+16.8% | $5,081-52.5% | $3,356-28.0% |
| Admin fee / account holder | $70 | $102-31.0% | $13,411-99.5% | $115-39.1% |