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 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $113,649 |
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 | $27,794 | $44,897-38.1% | $84,966-67.3% | $199,593-86.1% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 14.22% | 20.96%-6.7pp | 66.38%-52.2pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3,454 | $1,365+153.0% | $2,727+26.6% | $3,034+13.8% |
| Participant deferral / active EE | $5,173 | $2,668+93.9% | $4,519+14.5% | $5,087+1.7% |
| Admin fee / account holder | $63 | $584-89.1% | $6,149-99.0% | $269-76.4% |