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 71-0294708 | Recordkeeping | $9,034 |
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 | $126,627 | $76,670+65.2% | $96,683+31.0% | $71,457+77.2% |
| Participation rate | 86.2% | 66.6%+19.6pp | 74.3%+11.9pp | 67.9%+18.3pp |
| Annual return | 16.03% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,529 | $3,031-49.6% | $3,737-59.1% | $2,588-40.9% |
| Participant deferral / active EE | $8,046 | $3,771+113.4% | $4,878+64.9% | $4,289+87.6% |
| Admin fee / account holder | $71 | $2,028-96.5% | $6,730-99.0% | $1,587-95.6% |