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 12 · EIN 48-1205033 | Float revenue; Recordkeeping fees; Pa... | $18,292 |
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,115 | $55,453+120.2% | $170,442-28.4% | $62,292+96.0% |
| Participation rate | 92.5% | 66.4%+26.2pp | 83.6%+8.9pp | 69.5%+23.0pp |
| Annual return | 60.06% | 21.38%+38.7pp | 205.93%-145.9pp | 28.90%+31.2pp |
| Employer contribution / active EE | $12 | $2,164-99.4% | $5,433-99.8% | $2,042-99.4% |
| Participant deferral / active EE | $3,789 | $2,303+64.5% | $4,939-23.3% | $3,169+19.6% |
| Admin fee / account holder | $133 | $455-70.7% | $13,880-99.0% | $479-72.2% |