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 |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY4 years Service code 13 · EIN 25-1867808 | Contract Administrator | $14,208 |
RKL LLP4 years Service code 10 · EIN 23-2108173 | Accounting | $4,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,566 | $72,277-57.7% | $101,248-69.8% | $79,858-61.7% |
| Participation rate | 95.9% | 68.5%+27.4pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 11.67% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,182 | $2,692+18.2% | $3,660-13.1% | $2,471+28.8% |
| Participant deferral / active EE | $2,373 | $3,282-27.7% | $4,370-45.7% | $3,740-36.5% |
| Admin fee / account holder | $39 | $4,400-99.1% | $5,945-99.3% | $5,306-99.3% |