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 | $33,120 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $114,330 | $57,384+99.2% | $106,387+7.5% | $56,287+103.1% |
| Participation rate | 96.0% | 71.3%+24.6pp | 77.5%+18.5pp | 69.9%+26.1pp |
| Annual return | -7.88% | 5.91%-13.8pp | 0.25%-8.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,522 | $2,348+7.4% | $3,520-28.3% | $2,111+19.5% |
| Participant deferral / active EE | $4,050 | $3,799+6.6% | $5,421-25.3% | $3,350+20.9% |
| Admin fee / account holder | $208 | $566-63.2% | $7,510-97.2% | $521-60.0% |