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 | $27,761 |
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 | $22,527 | $55,415-59.3% | $155,509-85.5% | $74,495-69.8% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 8.55% | 268.50%-259.9pp | 64.67%-56.1pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $607 | $2,267-73.2% | $4,672-87.0% | $2,623-76.9% |
| Participant deferral / active EE | $2,234 | $2,836-21.2% | $5,626-60.3% | $4,346-48.6% |
| Admin fee / account holder | $28 | $1,738-98.4% | $15,912-99.8% | $1,942-98.5% |