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 01-0233346 | Recordkeeping | $1,301 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,629 | $62,132-41.0% | $185,823-80.3% | $73,488-50.2% |
| Participation rate | 76.8% | 67.8%+9.0pp | 78.0%-1.2pp | 70.7%+6.1pp |
| Annual return | 11.07% | 20.44%-9.4pp | 35.95%-24.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $535 | $1,681-68.2% | $4,087-86.9% | $2,270-76.4% |
| Participant deferral / active EE | $3,680 | $3,711-0.8% | $5,632-34.7% | $3,740-1.6% |
| Admin fee / account holder | $241 | $419-42.3% | $9,500-97.5% | $513-53.0% |