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 41-1276678 | Recordkeeping | $20,115 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,875 | $61,214-23.4% | $83,333-43.7% | $56,287-16.7% |
| Participation rate | 89.5% | 72.6%+16.9pp | 77.8%+11.8pp | 69.9%+19.7pp |
| Annual return | -7.44% | 0.42%-7.9pp | 10.63%-18.1pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,848 | $1,925-4.0% | $3,379-45.3% | $2,111-12.5% |
| Participant deferral / active EE | $2,895 | $5,091-43.1% | $5,565-48.0% | $3,350-13.6% |
| Admin fee / account holder | $217 | $512-57.6% | $7,510-97.1% | $521-58.4% |