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 6-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 64 · EIN 71-0294707 | Recordkeeping Fees | $38,383 |
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 | $33,985 | $100,801-66.3% | $149,696-77.3% | $73,409-53.7% |
| Participation rate | 75.1% | 77.7%-2.6pp | 82.5%-7.4pp | 72.2%+2.9pp |
| Annual return | 36.14% | 265.34%-229.2pp | 276.60%-240.5pp | 59.29%-23.2pp |
| Employer contribution / active EE | $1,509 | $3,312-54.4% | $4,644-67.5% | $2,234-32.4% |
| Participant deferral / active EE | $10,329 | $6,404+61.3% | $6,842+51.0% | $3,805+171.4% |
| Admin fee / account holder | $65 | $181-64.3% | $9,309-99.3% | $158-59.1% |