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 35-0145825 | Recordkeeping | $30,533 |
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 | $65,706 | $51,466+27.7% | $78,778-16.6% | $62,292+5.5% |
| Participation rate | 87.5% | 59.8%+27.7pp | 69.2%+18.3pp | 69.5%+18.0pp |
| Annual return | 15.37% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $610 | $827-26.2% | $1,986-69.3% | $2,042-70.1% |
| Participant deferral / active EE | $4,801 | $2,147+123.6% | $2,958+62.3% | $3,169+51.5% |
| Admin fee / account holder | $6 | $489-98.8% | $5,134-99.9% | $479-98.8% |