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 13-3689044 | Recordkeeping | $24,812 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,742 | $46,966-83.5% | $185,117-95.8% | $69,631-88.9% |
| Participation rate | 95.7% | 65.3%+30.4pp | 77.3%+18.4pp | 70.7%+25.0pp |
| Annual return | 13.23% | 22.36%-9.1pp | 40.50%-27.3pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $617 | $1,360-54.7% | $4,182-85.3% | $2,032-69.7% |
| Participant deferral / active EE | $1,531 | $3,017-49.3% | $5,045-69.7% | $3,224-52.5% |
| Admin fee / account holder | $18 | $94-80.5% | $8,159-99.8% | $110-83.4% |