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 9-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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $84,807 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,879 |
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 | $33,763 | $46,173-26.9% | $170,442-80.2% | $69,631-51.5% |
| Participation rate | 81.2% | 63.9%+17.3pp | 83.6%-2.4pp | 70.7%+10.5pp |
| Annual return | 15.52% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,871 | $1,610+16.3% | $5,433-65.6% | $2,032-7.9% |
| Participant deferral / active EE | $3,206 | $2,080+54.1% | $4,939-35.1% | $3,224-0.5% |
| Admin fee / account holder | $149 | $116+28.6% | $13,880-98.9% | $110+35.0% |