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 30-0219031 | Recordkeeping | $19,324 |
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 | $34,017 | $59,584-42.9% | $86,874-60.8% | $79,386-57.1% |
| Participation rate | 76.8% | 67.7%+9.2pp | 71.6%+5.2pp | 70.7%+6.1pp |
| Annual return | 60.25% | 23.15%+37.1pp | 63.52%-3.3pp | 116.85%-56.6pp |
| Employer contribution / active EE | $1,921 | $1,768+8.7% | $2,495-23.0% | $2,427-20.9% |
| Participant deferral / active EE | $4,193 | $3,036+38.1% | $3,699+13.3% | $4,046+3.6% |
| Admin fee / account holder | $80 | $604-86.8% | $5,828-98.6% | $626-87.3% |