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 16-1450952 | Recordkeeping | $2,780 |
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 | $75,308 | $69,848+7.8% | $115,756-34.9% | $66,914+12.5% |
| Participation rate | 90.5% | 70.6%+19.9pp | 77.1%+13.4pp | 69.8%+20.7pp |
| Annual return | -11.22% | 969.66%-980.9pp | 143.14%-154.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $2,032 | $2,613-22.2% | $3,793-46.4% | $2,544-20.1% |
| Participant deferral / active EE | $3,677 | $4,274-14.0% | $6,254-41.2% | $4,237-13.2% |
| Admin fee / account holder | $16 | $337-95.4% | $8,124-99.8% | $593-97.4% |