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 04-2647786 | Recordkeeping | $560,038 |
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 | $87,998 | $140,769-37.5% | $167,512-47.5% | $140,769-37.5% |
| Participation rate | 82.0% | 74.2%+7.8pp | 77.1%+4.9pp | 74.2%+7.8pp |
| Annual return | 15.91% | 16.82%-0.9pp | 1615.79%-1599.9pp | 16.82%-0.9pp |
| Employer contribution / active EE | $3,768 | $3,906-3.5% | $3,882-2.9% | $3,906-3.5% |
| Participant deferral / active EE | $3,794 | $6,717-43.5% | $6,405-40.8% | $6,717-43.5% |
| Admin fee / account holder | $7 | $229-97.2% | $9,769-99.9% | $229-97.2% |