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 35-0145825 | Recordkeeping | $82,606 |
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 | $95,504 | $55,371+72.5% | $95,585-0.1% | $74,304+28.5% |
| Participation rate | 90.1% | 53.8%+36.3pp | 72.1%+18.0pp | 60.3%+29.7pp |
| Annual return | 18.28% | 24.26%-6.0pp | 38.56%-20.3pp | 29.43%-11.1pp |
| Employer contribution / active EE | $5,603 | $1,437+289.9% | $2,527+121.8% | $2,241+150.0% |
| Participant deferral / active EE | $7,553 | $2,955+155.6% | $4,023+87.8% | $3,767+100.5% |
| Admin fee / account holder | $36 | $2,620-98.6% | $6,127-99.4% | $2,969-98.8% |