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 | $58,234-34.1% | $81,783-53.1% | $80,874-52.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 16.74% | 41.70%-25.0pp | 775.05%-758.3pp | 35.62%-18.9pp |
| Employer contribution / active EE | $3,998 | $2,341+70.8% | $2,913+37.3% | $2,756+45.1% |
| Participant deferral / active EE | $8,753 | $3,283+166.6% | $4,320+102.6% | $4,297+103.7% |
| Admin fee / account holder | $241 | $4,982-95.2% | $7,380-96.7% | $6,935-96.5% |