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 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $10,700 |
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 | $159,425 | $52,953+201.1% | $172,739-7.7% | $65,185+144.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.98% | 30.12%-9.1pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $8,788 | $2,190+301.3% | $5,143+70.9% | $2,177+303.7% |
| Participant deferral / active EE | $5,675 | $2,471+129.7% | $5,198+9.2% | $3,514+61.5% |
| Admin fee / account holder | $48 | $472-89.7% | $13,954-99.7% | $847-94.3% |