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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,950 |
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 | $35,509 | $65,592-45.9% | $90,160-60.6% | $69,631-49.0% |
| Participation rate | 99.5% | 77.6%+21.9pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 30.38% | 57.10%-26.7pp | 34.88%-4.5pp | 27571.02%-27540.6pp |
| Employer contribution / active EE | $3,985 | $2,193+81.7% | $3,318+20.1% | $2,032+96.1% |
| Participant deferral / active EE | $8,260 | $5,257+57.1% | $5,288+56.2% | $3,224+156.2% |
| Admin fee / account holder | $9 | $86-90.1% | $5,943-99.9% | $110-92.3% |