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 13-3689044 | Recordkeeping | $52,937 |
Service code 16 · EIN 61-1758632 | Consulting | $20,000 |
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 | $105,525 | $100,923+4.6% | $150,045-29.7% | $74,304+42.0% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.3%+15.6pp | 60.3%+37.6pp |
| Annual return | 20.64% | 51.77%-31.1pp | 62.55%-41.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $6,406 | $3,463+85.0% | $4,693+36.5% | $2,241+185.8% |
| Participant deferral / active EE | $13,515 | $6,709+101.4% | $7,997+69.0% | $3,767+258.8% |
| Admin fee / account holder | $218 | $2,767-92.1% | $13,435-98.4% | $2,969-92.7% |