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 | $11,490 |
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 | $297,955 | $84,487+252.7% | $125,339+137.7% | $66,914+345.3% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | -16.66% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $13,895 | $3,553+291.1% | $4,814+188.7% | $2,544+446.1% |
| Participant deferral / active EE | $10,294 | $6,781+51.8% | $7,446+38.2% | $4,237+143.0% |
| Admin fee / account holder | $48 | $685-93.0% | $10,010-99.5% | $593-91.9% |