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 | $22,631 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,230 | $61,272-67.0% | $149,673-86.5% | $71,457-71.7% |
| Participation rate | 84.0% | 62.5%+21.5pp | 78.8%+5.3pp | 67.9%+16.1pp |
| Annual return | 6.02% | 35.85%-29.8pp | 134.42%-128.4pp | 28.85%-22.8pp |
| Employer contribution / active EE | $581 | $2,378-75.6% | $4,818-87.9% | $2,588-77.5% |
| Participant deferral / active EE | $2,069 | $2,917-29.1% | $5,680-63.6% | $4,289-51.7% |
| Admin fee / account holder | $44 | $1,261-96.5% | $13,210-99.7% | $1,587-97.3% |