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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,285 |
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 | $31,276 | $66,124-52.7% | $90,404-65.4% | $73,488-57.4% |
| Participation rate | 82.5% | 69.7%+12.9pp | 72.7%+9.9pp | 70.7%+11.9pp |
| Annual return | 34.50% | 17.65%+16.8pp | 1293.02%-1258.5pp | 28.51%+6.0pp |
| Employer contribution / active EE | $1,399 | $2,346-40.4% | $3,262-57.1% | $2,270-38.4% |
| Participant deferral / active EE | $3,047 | $3,039+0.3% | $3,963-23.1% | $3,740-18.5% |
| Admin fee / account holder | $39 | $396-90.1% | $5,611-99.3% | $513-92.4% |