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 | $12,896 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $43,629 | $61,156-28.7% | $185,823-76.5% | $79,386-45.0% |
| Participation rate | 76.5% | 66.6%+9.9pp | 81.7%-5.2pp | 70.7%+5.8pp |
| Annual return | 11.58% | 19.45%-7.9pp | 122.05%-110.5pp | 116.85%-105.3pp |
| Employer contribution / active EE | $161 | $2,321-93.1% | $5,167-96.9% | $2,427-93.4% |
| Participant deferral / active EE | $2,701 | $2,789-3.1% | $5,568-51.5% | $4,046-33.2% |
| Admin fee / account holder | $8 | $710-98.8% | $16,237-99.9% | $626-98.7% |