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 | $14,613 |
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 | $75,385 | $66,813+12.8% | $100,516-25.0% | $73,488+2.6% |
| Participation rate | 89.0% | 77.5%+11.5pp | 79.4%+9.6pp | 70.7%+18.3pp |
| Annual return | 22.10% | 25.70%-3.6pp | 30.89%-8.8pp | 28.51%-6.4pp |
| Employer contribution / active EE | $2,107 | $2,147-1.9% | $3,418-38.4% | $2,270-7.2% |
| Participant deferral / active EE | $3,422 | $5,883-41.8% | $6,270-45.4% | $3,740-8.5% |
| Admin fee / account holder | $174 | $512-66.0% | $8,081-97.8% | $513-66.1% |