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 | $50,574 |
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).
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 | $17,645 | $60,607-70.9% | $189,557-90.7% | $86,799-79.7% |
| Participation rate | 96.6% | 68.9%+27.7pp | 78.4%+18.1pp | 72.3%+24.3pp |
| Annual return | 15.31% | 65.18%-49.9pp | 64.17%-48.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $2,567 | $1,626+57.9% | $4,412-41.8% | $2,405+6.7% |
| Participant deferral / active EE | $3,966 | $3,895+1.8% | $6,174-35.8% | $4,131-4.0% |
| Admin fee / account holder | $71 | $159-55.5% | $9,807-99.3% | $170-58.3% |