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 64 · EIN 04-2647786 | Recordkeeping Fees | $23,393 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $62,621 | $65,435-4.3% | $86,677-27.8% | $66,914-6.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 76.6%+16.3pp | 69.8%+23.1pp |
| Annual return | -20.01% | -10.89%-9.1pp | 35.91%-55.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,445 | $2,153+13.6% | $2,836-13.8% | $2,544-3.9% |
| Participant deferral / active EE | $5,875 | $4,100+43.3% | $4,656+26.2% | $4,237+38.7% |
| Admin fee / account holder | $134 | $642-79.1% | $7,493-98.2% | $593-77.4% |