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 | $14,896 |
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).
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 | $65,689 | $65,435+0.4% | $86,677-24.2% | $66,914-1.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -18.46% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,227 | $2,153+49.9% | $2,836+13.8% | $2,544+26.8% |
| Participant deferral / active EE | $4,558 | $4,100+11.2% | $4,656-2.1% | $4,237+7.6% |
| Admin fee / account holder | $78 | $642-87.8% | $7,493-99.0% | $593-86.9% |