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 | $173 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,449 | $130,194+4.8% | $169,993-19.7% | $71,457+91.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.83% | 20.37%-2.5pp | 53.37%-35.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $4,953 | $4,381+13.0% | $6,785-27.0% | $2,588+91.4% |
| Participant deferral / active EE | $6,682 | $6,923-3.5% | $10,408-35.8% | $4,289+55.8% |
| Admin fee / account holder | $87 | $966-91.0% | $12,815-99.3% | $1,587-94.5% |