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 | $34,110 |
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 | $28,762 | $49,173-41.5% | $121,098-76.2% | $75,163-61.7% |
| Participation rate | 96.8% | 55.4%+41.4pp | 69.5%+27.3pp | 67.2%+29.6pp |
| Annual return | 15.92% | 55.99%-40.1pp | 985.75%-969.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,398 | $1,546-9.5% | $4,164-66.4% | $2,670-47.6% |
| Participant deferral / active EE | $2,514 | $2,628-4.3% | $4,080-38.4% | $4,125-39.1% |
| Admin fee / account holder | $3 | $3,942-99.9% | $5,644-99.9% | $5,651-99.9% |