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 9-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 | $39,312 |
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 | $47,793 | $58,694-18.6% | $142,863-66.5% | $85,850-44.3% |
| Participation rate | 96.8% | 58.5%+38.3pp | 71.9%+24.8pp | 69.3%+27.5pp |
| Annual return | 12.85% | 27.72%-14.9pp | 5637.54%-5624.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,895 | $1,423+33.2% | $4,144-54.3% | $2,565-26.1% |
| Participant deferral / active EE | $2,775 | $2,607+6.4% | $3,837-27.7% | $3,952-29.8% |
| Admin fee / account holder | $5 | $4,239-99.9% | $6,560-99.9% | $6,260-99.9% |