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 | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,966 | $95,416-74.9% | $185,823-87.1% | $85,850-72.1% |
| Participation rate | 74.6% | 68.8%+5.9pp | 81.7%-7.1pp | 69.3%+5.3pp |
| Annual return | 10.92% | 23.59%-12.7pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,126 | $3,314-66.0% | $5,167-78.2% | $2,565-56.1% |
| Participant deferral / active EE | $1,682 | $3,423-50.9% | $5,568-69.8% | $3,952-57.4% |
| Admin fee / account holder | $122 | $7,213-98.3% | $16,237-99.3% | $6,260-98.1% |