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 48-1205033 | Recordkeeping | $9,839 |
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 | $160,475 | $58,879+172.5% | $178,490-10.1% | $73,488+118.4% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 15.50% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $14,345 | $2,236+541.5% | $5,011+186.3% | $2,270+531.9% |
| Participant deferral / active EE | $5,435 | $2,567+111.7% | $5,202+4.5% | $3,740+45.3% |
| Admin fee / account holder | $39 | $400-90.2% | $13,984-99.7% | $513-92.4% |