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 | $88,083-44.9% | $164,813-70.5% | $74,495-34.8% |
| Participation rate | 91.7% | 73.0%+18.6pp | 78.6%+13.1pp | 67.2%+24.5pp |
| Annual return | 11.61% | 17.26%-5.6pp | 69.93%-58.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,478 | $4,498+21.8% | $6,031-9.2% | $4,346+26.0% |
| Admin fee / account holder | $19 | $2,234-99.2% | $12,690-99.9% | $1,942-99.0% |