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 13-3689044 | Recordkeeping | $36,658 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $13,560 |
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 | $32,143 | $35,986-10.7% | $77,482-58.5% | $73,488-56.3% |
| Participation rate | 82.7% | 40.8%+41.9pp | 54.2%+28.5pp | 70.7%+12.0pp |
| Annual return | 14.86% | 19.26%-4.4pp | 54.79%-39.9pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,653 | $557+376.0% | $986+169.0% | $2,270+16.9% |
| Participant deferral / active EE | $5,233 | $1,198+337.0% | $1,861+181.2% | $3,740+39.9% |
| Admin fee / account holder | $138 | $466-70.3% | $2,858-95.2% | $513-73.0% |