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 01-0233346 | Recordkeeping | $38,269 |
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 | $34,092 | $49,915-31.7% | $154,803-78.0% | $74,304-54.1% |
| Participation rate | 97.8% | 54.0%+43.8pp | 78.1%+19.7pp | 60.3%+37.4pp |
| Annual return | 17.02% | 34.06%-17.0pp | 58.88%-41.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,700 | $1,611+5.5% | $4,305-60.5% | $2,241-24.2% |
| Participant deferral / active EE | $3,321 | $2,255+47.3% | $5,540-40.1% | $3,767-11.8% |
| Admin fee / account holder | $244 | $2,189-88.8% | $14,329-98.3% | $2,969-91.8% |