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 | $7,996 |
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 | $60,441 | $81,233-25.6% | $155,567-61.1% | $80,874-25.3% |
| Participation rate | 79.2% | 66.2%+12.9pp | 78.2%+1.0pp | 67.6%+11.5pp |
| Annual return | 12.38% | 33.33%-20.9pp | 64.74%-52.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,176 | $3,101-29.8% | $4,674-53.4% | $2,756-21.0% |
| Participant deferral / active EE | $4,146 | $3,452+20.1% | $5,628-26.3% | $4,297-3.5% |
| Admin fee / account holder | $112 | $7,998-98.6% | $15,916-99.3% | $6,935-98.4% |