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 15 · EIN 35-0145825 | Recordkeeping | $6,639 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,598 | $363,850-90.8% | $155,790-78.4% | - |
| Participation rate | 94.4% | 50.7%+43.7pp | 76.1%+18.3pp | - |
| Annual return | 0.33% | -3.26%+3.6pp | 71.54%-71.2pp | - |
| Employer contribution / active EE | $2,122 | $1,069+98.5% | $3,836-44.7% | - |
| Participant deferral / active EE | $3,074 | $2,383+29.0% | $4,797-35.9% | - |
| Admin fee / account holder | $13 | $13,180-99.9% | $7,478-99.8% | - |