Filed September 19, 2023
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 71-0294708 | Recordkeeping Fees | $39,141 |
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 | $166,372 | $129,021+28.9% | $184,203-9.7% | $77,643+114.3% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 16.52% | 33.27%-16.8pp | 28.81%-12.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $11,437 | $4,413+159.2% | $6,427+77.9% | $2,726+319.6% |
| Participant deferral / active EE | $9,808 | $7,297+34.4% | $9,131+7.4% | $4,647+111.0% |
| Admin fee / account holder | $93 | $254-63.3% | $13,901-99.3% | $430-78.3% |