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 | $31,054 |
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 | $174,094 | $132,049+31.8% | $200,582-13.2% | $74,304+134.3% |
| Participation rate | 98.4% | 84.1%+14.3pp | 86.9%+11.5pp | 60.3%+38.0pp |
| Annual return | 16.78% | 22.22%-5.4pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,683 | $4,558+24.7% | $6,419-11.5% | $2,241+153.6% |
| Participant deferral / active EE | $7,745 | $7,213+7.4% | $9,331-17.0% | $3,767+105.6% |
| Admin fee / account holder | $127 | $2,405-94.7% | $16,305-99.2% | $2,969-95.7% |