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 35-0145825 | Recordkeeping | $9,275 |
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 | $39,000 | $39,819-2.1% | $67,834-42.5% | $57,658-32.4% |
| Participation rate | 73.0% | 61.2%+11.8pp | 68.8%+4.2pp | 70.2%+2.8pp |
| Annual return | 5.83% | 9.19%-3.4pp | 138.47%-132.6pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,210 | $1,277-5.2% | $2,403-49.7% | $1,974-38.7% |
| Participant deferral / active EE | $3,607 | $2,209+63.3% | $3,160+14.2% | $3,061+17.9% |
| Admin fee / account holder | $48 | $84-42.8% | $4,622-99.0% | $95-49.4% |