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 9-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 | $4,801 |
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 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 | $15,977 | $55,453-71.2% | $170,442-90.6% | $62,292-74.4% |
| Participation rate | 78.9% | 66.4%+12.6pp | 83.6%-4.7pp | 69.5%+9.4pp |
| Annual return | 1.34% | 21.38%-20.0pp | 205.93%-204.6pp | 28.90%-27.6pp |
| Employer contribution / active EE | $722 | $2,164-66.6% | $5,433-86.7% | $2,042-64.6% |
| Participant deferral / active EE | $807 | $2,303-65.0% | $4,939-83.7% | $3,169-74.5% |
| Admin fee / account holder | $16 | $455-96.6% | $13,880-99.9% | $479-96.8% |