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 | $9,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,725 | $104,475+256.8% | $159,436+133.8% | $79,386+369.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.54% | 67.95%-51.4pp | 263.57%-247.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $11,993 | $3,417+251.0% | $4,829+148.3% | $2,427+394.1% |
| Participant deferral / active EE | $10,215 | $6,467+57.9% | $7,352+38.9% | $4,046+152.5% |
| Admin fee / account holder | $42 | $711-94.1% | $10,799-99.6% | $626-93.3% |