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 04-2647786 | Recordkeeping Fees | $28,442 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,000 |
Annual investment return 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 | $36,271 | $62,688-42.1% | $178,014-79.6% | $77,671-53.3% |
| Participation rate | 86.4% | 66.9%+19.5pp | 77.1%+9.3pp | 70.6%+15.8pp |
| Annual return | 11.31% | 16.16%-4.8pp | 294.80%-283.5pp | 31.21%-19.9pp |
| Employer contribution / active EE | $933 | $1,912-51.2% | $3,950-76.4% | $2,726-65.8% |
| Participant deferral / active EE | $5,169 | $4,224+22.4% | $6,276-17.6% | $4,648+11.2% |
| Admin fee / account holder | $191 | $386-50.4% | $10,362-98.2% | $430-55.5% |