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 04-2647786 | Recordkeeping Fees | $3,683 |
PLANTECH, LLP1 year Service code 15 · EIN 73-1386027 | Recordkeeping | $2,268 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 61 · EIN 04-2675571 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,760 | $54,726-3.6% | $68,793-23.3% | $64,186-17.8% |
| Participation rate | 88.5% | 68.0%+20.5pp | 72.2%+16.3pp | 69.6%+18.9pp |
| Annual return | -7.28% | -1.62%-5.7pp | -4.63%-2.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,403 | $1,846-24.0% | $2,625-46.5% | $2,381-41.1% |
| Participant deferral / active EE | $3,187 | $2,626+21.4% | $3,311-3.7% | $3,470-8.1% |
| Admin fee / account holder | $67 | $4,027-98.3% | $5,131-98.7% | $4,888-98.6% |