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 64 · EIN 04-2647786 | Recordkeeping Fees | $32,197 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,743 | $56,152-68.4% | $185,823-90.5% | $73,409-75.8% |
| Participation rate | 94.5% | 67.6%+27.0pp | 78.0%+16.5pp | 72.2%+22.3pp |
| Annual return | 22.82% | 17.59%+5.2pp | 35.95%-13.1pp | 59.29%-36.5pp |
| Employer contribution / active EE | $2,977 | $1,532+94.3% | $4,087-27.2% | $2,234+33.3% |
| Participant deferral / active EE | $3,052 | $3,659-16.6% | $5,632-45.8% | $3,805-19.8% |
| Admin fee / account holder | $54 | $132-59.5% | $9,500-99.4% | $158-66.1% |