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 71-0294708 | Recordkeeping | $14,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,968 | $79,171+32.6% | $102,423+2.5% | $74,495+40.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.21% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $8,461 | $2,362+258.2% | $3,023+179.9% | $2,623+222.6% |
| Participant deferral / active EE | $4,517 | $4,415+2.3% | $5,053-10.6% | $4,346+3.9% |
| Admin fee / account holder | $75 | $2,001-96.3% | $9,451-99.2% | $1,942-96.2% |