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 | $25,430 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,854 | $50,199-46.5% | $70,092-61.7% | $66,914-59.9% |
| Participation rate | 78.3% | 66.3%+11.9pp | 70.5%+7.8pp | 69.8%+8.5pp |
| Annual return | -18.22% | -13.85%-4.4pp | 190.73%-209.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,862 | $1,864-0.1% | $2,559-27.2% | $2,544-26.8% |
| Participant deferral / active EE | $3,465 | $3,112+11.3% | $3,849-10.0% | $4,237-18.2% |
| Admin fee / account holder | $97 | $600-83.9% | $6,267-98.5% | $593-83.7% |