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 | $41,978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,547 | $88,087-44.9% | $164,866-70.6% | $74,546-34.9% |
| Participation rate | 91.7% | 73.1%+18.6pp | 78.6%+13.1pp | 67.2%+24.5pp |
| Annual return | 11.61% | 17.27%-5.7pp | 69.97%-58.4pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,478 | $4,499+21.7% | $6,033-9.2% | $4,347+26.0% |
| Admin fee / account holder | $19 | $2,232-99.2% | $12,689-99.9% | $1,944-99.0% |