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 01-0233346 | Recordkeeping | $23,559 |
Annual investment return 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 | $38,519 | $88,087-56.3% | $164,866-76.6% | $74,546-48.3% |
| Participation rate | 71.2% | 73.1%-1.9pp | 78.6%-7.5pp | 67.2%+3.9pp |
| Annual return | 10.57% | 17.27%-6.7pp | 69.97%-59.4pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,343 | $2,595-48.2% | $4,343-69.1% | $2,624-48.8% |
| Participant deferral / active EE | $2,339 | $4,499-48.0% | $6,033-61.2% | $4,347-46.2% |
| Admin fee / account holder | $247 | $2,232-88.9% | $12,689-98.1% | $1,944-87.3% |