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 | $43,870 |
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 | $171,526 | $131,799+30.1% | $200,582-14.5% | $85,563+100.5% |
| Participation rate | 97.1% | 87.9%+9.2pp | 86.9%+10.2pp | 66.0%+31.2pp |
| Annual return | 16.32% | 21.59%-5.3pp | 42.33%-26.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $13,320 | $4,532+193.9% | $6,419+107.5% | $2,654+402.0% |
| Participant deferral / active EE | $9,905 | $7,702+28.6% | $9,331+6.2% | $4,375+126.4% |
| Admin fee / account holder | $99 | $235-57.8% | $16,305-99.4% | $834-88.1% |