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 8-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 |
|---|---|---|
JULY BUSINESS SERVICES2+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $24,758 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,714 | $89,652-46.8% | $141,162-66.2% | $65,185-26.8% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.5%-6.1pp | 70.2%+6.2pp |
| Annual return | 22.50% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,665 | $3,065-45.7% | $4,735-64.8% | $2,177-23.5% |
| Participant deferral / active EE | $5,129 | $5,691-9.9% | $6,709-23.6% | $3,514+46.0% |
| Admin fee / account holder | $115 | $569-79.8% | $10,261-98.9% | $847-86.5% |