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 | $40,907 |
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 | $51,956 | $58,879-11.8% | $178,490-70.9% | $73,488-29.3% |
| Participation rate | 79.9% | 66.2%+13.6pp | 81.9%-2.1pp | 70.7%+9.2pp |
| Annual return | 14.47% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $954 | $2,236-57.4% | $5,011-81.0% | $2,270-58.0% |
| Participant deferral / active EE | $2,049 | $2,567-20.2% | $5,202-60.6% | $3,740-45.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |