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 | $48,532 |
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 | $61,613 | $61,156+0.7% | $185,823-66.8% | $79,386-22.4% |
| Participation rate | 83.8% | 66.6%+17.2pp | 81.7%+2.1pp | 70.7%+13.1pp |
| Annual return | 13.92% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,173 | $2,321-49.5% | $5,167-77.3% | $2,427-51.7% |
| Participant deferral / active EE | $2,340 | $2,789-16.1% | $5,568-58.0% | $4,046-42.2% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |