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 | $55,215 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,611 | $50,458-71.0% | $159,960-90.9% | $64,808-77.5% |
| Participation rate | 95.9% | 68.0%+27.8pp | 78.0%+17.9pp | 71.5%+24.4pp |
| Annual return | -16.13% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,318 | $1,722+34.6% | $4,226-45.2% | $2,506-7.5% |
| Participant deferral / active EE | $3,932 | $4,004-1.8% | $6,182-36.4% | $4,310-8.8% |
| Admin fee / account holder | $62 | $706-91.3% | $8,698-99.3% | $188-67.2% |