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 13-3689044 | Recordkeeping | $18,651 |
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 | $23,582 | $64,871-63.6% | $129,110-81.7% | $66,914-64.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -15.06% | -12.21%-2.9pp | -10.94%-4.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,351 | $3,741-37.2% | $5,052-53.5% | $2,544-7.6% |
| Participant deferral / active EE | $5,782 | $5,090+13.6% | $6,542-11.6% | $4,237+36.5% |
| Admin fee / account holder | $81 | $629-87.2% | $14,302-99.4% | $593-86.4% |