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 9-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 35-0145825 | Recordkeeping | $29,273 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,502 | $47,126-24.7% | $149,673-76.3% | $74,419-52.3% |
| Participation rate | 75.8% | 63.4%+12.4pp | 78.8%-3.0pp | 70.7%+5.1pp |
| Annual return | 16.14% | 22.75%-6.6pp | 134.42%-118.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,529 | $2,728-7.3% | $5,680-55.5% | $4,528-44.1% |
| Admin fee / account holder | $14 | $343-95.8% | $13,210-99.9% | $348-95.8% |