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 | $45,343-24.8% | $150,298-77.3% | $67,986-49.9% |
| Participation rate | 97.8% | 51.9%+45.9pp | 77.8%+20.0pp | 57.2%+40.6pp |
| Annual return | 17.02% | 33.28%-16.3pp | 62.79%-45.8pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,700 | $1,462+16.3% | $4,154-59.1% | $2,019-15.8% |
| Participant deferral / active EE | $3,321 | $2,055+61.6% | $5,453-39.1% | $3,358-1.1% |
| Admin fee / account holder | $244 | $2,250-89.1% | $14,116-98.3% | $3,203-92.4% |