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 | $13,002 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,447 | $58,879-31.3% | $178,490-77.3% | $73,488-45.0% |
| Participation rate | 77.5% | 66.2%+11.3pp | 81.9%-4.4pp | 70.7%+6.8pp |
| Annual return | 14.60% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $332 | $2,236-85.1% | $5,011-93.4% | $2,270-85.4% |
| Participant deferral / active EE | $2,662 | $2,567+3.7% | $5,202-48.8% | $3,740-28.8% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |