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 5-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 | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,956 | $136,307-55.3% | $177,821-65.7% | $73,488-17.1% |
| Participation rate | 91.6% | 86.1%+5.5pp | 87.7%+3.9pp | 70.7%+21.0pp |
| Annual return | 100.96% | 18.68%+82.3pp | 48.32%+52.6pp | 28.51%+72.4pp |
| Employer contribution / active EE | $973 | $3,712-73.8% | $5,918-83.6% | $2,270-57.1% |
| Participant deferral / active EE | $3,083 | $5,829-47.1% | $7,714-60.0% | $3,740-17.6% |
| Admin fee / account holder | $172 | $596-71.2% | $12,427-98.6% | $513-66.5% |