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 | $628 |
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 | $56,432 | $67,606-16.5% | $82,313-31.4% | $70,131-19.5% |
| Participation rate | 84.4% | 72.8%+11.7pp | 76.9%+7.6pp | 69.5%+14.9pp |
| Annual return | 18.07% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $602 | $1,755-65.7% | $2,428-75.2% | $2,342-74.3% |
| Participant deferral / active EE | $1,973 | $2,987-33.9% | $3,706-46.8% | $3,332-40.8% |
| Admin fee / account holder | $157 | $4,512-96.5% | $5,608-97.2% | $4,645-96.6% |