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 | $26,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,217 | $56,423-44.7% | $77,163-59.5% | $71,457-56.3% |
| Participation rate | 92.6% | 64.3%+28.3pp | 69.6%+23.1pp | 67.9%+24.7pp |
| Annual return | 19.02% | 19.05%0pp | 37.87%-18.9pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,530 | $1,866+35.6% | $2,535-0.2% | $2,588-2.2% |
| Participant deferral / active EE | $4,389 | $3,142+39.7% | $3,833+14.5% | $4,289+2.3% |
| Admin fee / account holder | $97 | $1,429-93.2% | $5,472-98.2% | $1,587-93.9% |