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 | $17,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,672 | $46,297-53.2% | $71,671-69.8% | $62,292-65.2% |
| Participation rate | 91.7% | 60.6%+31.1pp | 68.7%+23.0pp | 69.5%+22.2pp |
| Annual return | 15.72% | 22.32%-6.6pp | 20.65%-4.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,100 | $1,412+48.7% | $2,460-14.6% | $2,042+2.8% |
| Participant deferral / active EE | $1,545 | $2,235-30.9% | $3,438-55.1% | $3,169-51.2% |
| Admin fee / account holder | $136 | $461-70.5% | $5,558-97.6% | $479-71.6% |