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 | $11,154 |
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 | $283,370 | $91,407+210.0% | $135,903+108.5% | $71,457+296.6% |
| Participation rate | 97.9% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 17.49% | 29.90%-12.4pp | 68.23%-50.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $15,378 | $3,703+315.2% | $4,856+216.7% | $2,588+494.3% |
| Participant deferral / active EE | $10,881 | $7,092+53.4% | $7,758+40.3% | $4,289+153.7% |
| Admin fee / account holder | $41 | $1,266-96.7% | $10,762-99.6% | $1,587-97.4% |