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 64 · EIN 39-6040276 | Recordkeeping Fees | $775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,612 | $65,376+55.4% | $87,100+16.7% | $65,185+55.9% |
| Participation rate | 77.8% | 75.3%+2.4pp | 76.9%+0.9pp | 70.2%+7.6pp |
| Annual return | 21.81% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,482 | $1,822-18.7% | $2,521-41.2% | $2,177-31.9% |
| Participant deferral / active EE | $5,463 | $3,388+61.2% | $4,049+34.9% | $3,514+55.5% |
| Admin fee / account holder | $7 | $520-98.6% | $7,497-99.9% | $847-99.2% |