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 7-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 15 · EIN 30-0219031 | Recordkeeping | $39,466 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,473 | $58,264-63.1% | $86,612-75.2% | $71,457-69.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.70% | 21.63%-3.9pp | 591.07%-573.4pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,668 | $2,574+42.5% | $3,022+21.4% | $2,588+41.8% |
| Participant deferral / active EE | $2,645 | $3,436-23.0% | $4,438-40.4% | $4,289-38.3% |
| Admin fee / account holder | $95 | $1,057-91.0% | $5,614-98.3% | $1,587-94.0% |