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 35-0145825 | Recordkeeping | $6,439 |
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 | $19,008 | $65,061-70.8% | $143,757-86.8% | $66,914-71.6% |
| Participation rate | 83.9% | 65.2%+18.7pp | 80.3%+3.6pp | 69.8%+14.1pp |
| Annual return | 0.78% | -11.14%+11.9pp | -0.04%+0.8pp | 1.58%-0.8pp |
| Employer contribution / active EE | $577 | $2,361-75.5% | $4,951-88.3% | $2,544-77.3% |
| Participant deferral / active EE | $2,005 | $2,919-31.3% | $5,637-64.4% | $4,237-52.7% |
| Admin fee / account holder | $38 | $502-92.5% | $14,673-99.7% | $593-93.6% |