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 | $1,826 |
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 | $35,877 | $58,726-38.9% | $92,233-61.1% | $62,292-42.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 13.32% | 43.62%-30.3pp | 176.28%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $5,192 | $2,392+117.1% | $3,679+41.1% | $2,042+154.2% |
| Participant deferral / active EE | $1,490 | $2,766-46.1% | $3,897-61.8% | $3,169-53.0% |
| Admin fee / account holder | $66 | $556-88.2% | $5,194-98.7% | $479-86.3% |