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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,638 | $53,136-91.3% | $155,509-97.0% | $199,593-97.7% |
| Participation rate | 74.4% | 64.1%+10.3pp | 78.2%-3.8pp | 72.0%+2.4pp |
| Annual return | 28.02% | 41.15%-13.1pp | 64.67%-36.7pp | 34.25%-6.2pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,600 | $3,161-49.4% | $5,626-71.6% | $5,087-68.5% |
| Admin fee / account holder | $13 | $185-92.8% | $15,912-99.9% | $269-95.0% |