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 49 · EIN 59-3560915 | Other Services | $6,649 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $123 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,256 | $84,487+77.8% | $125,339+19.9% | $66,914+124.5% |
| Participation rate | 85.0% | 76.4%+8.6pp | 82.4%+2.6pp | 69.8%+15.2pp |
| Annual return | -20.62% | -8.39%-12.2pp | 572.05%-592.7pp | 1.58%-22.2pp |
| Employer contribution / active EE | $48 | $3,553-98.6% | $4,814-99.0% | $2,544-98.1% |
| Participant deferral / active EE | $3,601 | $6,781-46.9% | $7,446-51.6% | $4,237-15.0% |
| Admin fee / account holder | $139 | $685-79.7% | $10,010-98.6% | $593-76.6% |