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 | $4,950 |
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 | $65,752 | $62,267+5.6% | $110,238-40.4% | $55,725+18.0% |
| Participation rate | 72.6% | 78.1%-5.5pp | 79.8%-7.2pp | 70.9%+1.7pp |
| Annual return | -4.40% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,470 | $1,941-24.3% | $3,826-61.6% | $2,078-29.2% |
| Participant deferral / active EE | $5,985 | $3,516+70.2% | $4,672+28.1% | $3,356+78.4% |
| Admin fee / account holder | $17 | $121-85.7% | $8,547-99.8% | $115-85.0% |