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 | $88,083-56.3% | $164,813-76.6% | $74,495-48.3% |
| Participation rate | 71.2% | 73.0%-1.9pp | 78.6%-7.4pp | 67.2%+4.0pp |
| Annual return | 10.57% | 17.26%-6.7pp | 69.93%-59.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,343 | $2,593-48.2% | $4,341-69.1% | $2,623-48.8% |
| Participant deferral / active EE | $2,339 | $4,498-48.0% | $6,031-61.2% | $4,346-46.2% |
| Admin fee / account holder | $247 | $2,234-89.0% | $12,690-98.1% | $1,942-87.3% |