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 35-0145825 | Recordkeeping | $22,357 |
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 | $15,283 | $65,061-76.5% | $143,757-89.4% | $66,914-77.2% |
| Participation rate | 88.3% | 65.2%+23.2pp | 80.3%+8.0pp | 69.8%+18.5pp |
| Annual return | -12.26% | -11.14%-1.1pp | -0.04%-12.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $442 | $2,361-81.3% | $4,951-91.1% | $2,544-82.6% |
| Participant deferral / active EE | $1,156 | $2,919-60.4% | $5,637-79.5% | $4,237-72.7% |
| Admin fee / account holder | $4 | $502-99.1% | $14,673-100.0% | $593-99.3% |