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 01-0233346 | Recordkeeping | $450 |
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 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 | $11,543 | $49,227-76.6% | $70,449-83.6% | $79,858-85.5% |
| Participation rate | 78.7% | 69.2%+9.5pp | 75.1%+3.6pp | 69.6%+9.0pp |
| Annual return | 11.74% | 30.06%-18.3pp | 109.03%-97.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,513 | $2,099+19.7% | $2,737-8.2% | $2,471+1.7% |
| Participant deferral / active EE | $3,624 | $2,768+31.0% | $3,709-2.3% | $3,740-3.1% |
| Admin fee / account holder | $120 | $2,878-95.8% | $3,845-96.9% | $5,306-97.7% |