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 16-1503696 | Recordkeeping | $1,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,653 | $93,571+8.6% | $135,903-25.2% | $75,163+35.2% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.4pp | 67.2%+7.3pp |
| Annual return | 18.74% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,842 | $3,537-19.6% | $4,856-41.5% | $2,670+6.5% |
| Participant deferral / active EE | $7,617 | $6,404+18.9% | $7,758-1.8% | $4,125+84.7% |
| Admin fee / account holder | $21 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |