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 01-0233346 | Recordkeeping | $3,171 |
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 | $83,453 | $58,083+43.7% | $80,019+4.3% | $56,287+48.3% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.8%+23.3pp | 69.9%+29.3pp |
| Annual return | -4.98% | 34.61%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $7,380 | $1,932+282.0% | $2,468+199.0% | $2,111+249.6% |
| Participant deferral / active EE | $4,494 | $3,135+43.4% | $3,686+21.9% | $3,350+34.2% |
| Admin fee / account holder | $11 | $623-98.3% | $6,521-99.8% | $521-98.0% |