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 9-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 13-3689044 | Recordkeeping | $15,769 |
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 | $31,742 | $65,041-51.2% | $90,951-65.1% | $79,858-60.3% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.8pp |
| Annual return | 24.21% | 30.45%-6.2pp | 134.60%-110.4pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,843 | $1,247+47.8% | $2,122-13.2% | $2,471-25.4% |
| Participant deferral / active EE | $3,249 | $2,512+29.3% | $3,373-3.7% | $3,740-13.1% |
| Admin fee / account holder | $216 | $4,536-95.2% | $5,959-96.4% | $5,306-95.9% |