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 | $1,555 |
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).
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 | $55,150 | $63,114-12.6% | $92,893-40.6% | $65,185-15.4% |
| Participation rate | 73.2% | 68.8%+4.5pp | 76.0%-2.8pp | 70.2%+3.0pp |
| Annual return | 17.08% | 28.75%-11.7pp | 109.41%-92.3pp | 29.38%-12.3pp |
| Employer contribution / active EE | $717 | $2,571-72.1% | $3,653-80.4% | $2,177-67.1% |
| Participant deferral / active EE | $1,890 | $3,108-39.2% | $4,236-55.4% | $3,514-46.2% |
| Admin fee / account holder | $57 | $624-90.8% | $5,794-99.0% | $847-93.2% |