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 04-2647786 | Recordkeeping Fees | $2,730 |
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 | $49,051 | $58,234-15.8% | $81,783-40.0% | $80,874-39.3% |
| Participation rate | 97.6% | 63.4%+34.2pp | 72.4%+25.3pp | 67.6%+30.0pp |
| Annual return | 15.43% | 41.70%-26.3pp | 775.05%-759.6pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,573 | $2,341+9.9% | $2,913-11.6% | $2,756-6.6% |
| Participant deferral / active EE | $2,359 | $3,283-28.1% | $4,320-45.4% | $4,297-45.1% |
| Admin fee / account holder | $19 | $4,982-99.6% | $7,380-99.7% | $6,935-99.7% |