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 | $33,615 |
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 | $33,665 | $62,127-45.8% | $81,382-58.6% | $74,495-54.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.36% | 16.48%+1.9pp | 24.73%-6.4pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,544 | $1,882+88.3% | $2,463+43.9% | $2,623+35.1% |
| Participant deferral / active EE | $4,389 | $3,229+35.9% | $3,883+13.0% | $4,346+1.0% |
| Admin fee / account holder | $102 | $1,934-94.7% | $5,768-98.2% | $1,942-94.7% |