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 | $26,946 |
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 | $38,389 | $58,208-34.0% | $81,812-53.1% | $80,856-52.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.74% | 41.66%-24.9pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,998 | $2,340+70.9% | $2,912+37.3% | $2,755+45.1% |
| Participant deferral / active EE | $8,753 | $3,281+166.8% | $4,319+102.7% | $4,296+103.8% |
| Admin fee / account holder | $241 | $4,981-95.2% | $7,386-96.7% | $6,918-96.5% |