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 15 · EIN 01-0233346 | Recordkeeping | $602 |
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 | $60,602 | $60,349+0.4% | $74,183-18.3% | $62,891-3.6% |
| Participation rate | 77.5% | 72.7%+4.8pp | 76.6%+0.9pp | 69.3%+8.2pp |
| Annual return | 5.22% | 21.37%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $606 | $1,680-63.9% | $2,370-74.4% | $2,281-73.4% |
| Participant deferral / active EE | $2,063 | $2,856-27.8% | $3,550-41.9% | $3,203-35.6% |
| Admin fee / account holder | $172 | $4,261-96.0% | $5,586-96.9% | $4,296-96.0% |