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 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $4,303 |
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 | $17,057 | $55,453-69.2% | $170,442-90.0% | $62,292-72.6% |
| Participation rate | 92.2% | 66.4%+25.8pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 8.51% | 21.38%-12.9pp | 205.93%-197.4pp | 28.90%-20.4pp |
| Employer contribution / active EE | $1,407 | $2,164-35.0% | $5,433-74.1% | $2,042-31.1% |
| Participant deferral / active EE | $1,458 | $2,303-36.7% | $4,939-70.5% | $3,169-54.0% |
| Admin fee / account holder | $34 | $455-92.6% | $13,880-99.8% | $479-92.9% |