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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,234 | $54,193-49.7% | $93,606-70.9% | $77,643-64.9% |
| Participation rate | 94.0% | 63.9%+30.1pp | 68.7%+25.3pp | 70.6%+23.4pp |
| Annual return | 13.98% | 30.54%-16.6pp | 133.20%-119.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $63 | $1,168-94.6% | $2,420-97.4% | $2,726-97.7% |
| Participant deferral / active EE | $7,287 | $3,144+131.8% | $4,411+65.2% | $4,647+56.8% |
| Admin fee / account holder | $136 | $576-76.3% | $8,285-98.4% | $430-68.3% |