Filed December 8, 2023
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 | $45,248 |
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 | $76,621 | $84,487-9.3% | $125,339-38.9% | $66,914+14.5% |
| Participation rate | 93.1% | 76.4%+16.6pp | 82.4%+10.7pp | 69.8%+23.3pp |
| Annual return | -14.43% | -8.39%-6.0pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $5,210 | $3,553+46.6% | $4,814+8.2% | $2,544+104.8% |
| Participant deferral / active EE | $5,141 | $6,781-24.2% | $7,446-31.0% | $4,237+21.3% |
| Admin fee / account holder | $13 | $685-98.2% | $10,010-99.9% | $593-97.9% |