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 15 · EIN 13-3689044 | Recordkeeping | $53,195 |
Service code 16 · EIN 47-1411118 | Consulting | $37,506 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,684 | $55,331-73.5% | $81,812-82.1% | $199,593-92.6% |
| Participation rate | 74.0% | 62.5%+11.4pp | 72.3%+1.6pp | 72.0%+2.0pp |
| Annual return | 12.13% | 19.59%-7.5pp | 773.79%-761.7pp | 34.25%-22.1pp |
| Employer contribution / active EE | $1,390 | $2,101-33.8% | $2,912-52.3% | $3,034-54.2% |
| Participant deferral / active EE | $1,278 | $3,283-61.1% | $4,319-70.4% | $5,087-74.9% |
| Admin fee / account holder | $88 | $346-74.7% | $7,386-98.8% | $269-67.4% |