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 | $75,829 |
PLANNED INVESTMENT CO INC.3 years Service code 22 · EIN 35-1162205 | Insurance Broker | $27,897 |
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 | $51,998 | $44,873+15.9% | $79,464-34.6% | $56,287-7.6% |
| Participation rate | 95.2% | 68.7%+26.5pp | 73.3%+21.8pp | 69.9%+25.3pp |
| Annual return | -3.44% | 0.81%-4.3pp | 718.14%-721.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,918 | $2,140-10.4% | $2,800-31.5% | $2,111-9.1% |
| Participant deferral / active EE | $4,525 | $2,746+64.8% | $3,704+22.2% | $3,350+35.1% |
| Admin fee / account holder | $270 | $418-35.4% | $5,113-94.7% | $521-48.1% |