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 73-1577418 | Recordkeeping | $47,007 |
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 | $24,299 | $50,815-52.2% | $155,509-84.4% | $77,643-68.7% |
| Participation rate | 74.5% | 63.1%+11.4pp | 78.2%-3.7pp | 70.6%+3.9pp |
| Annual return | 18.36% | 34.80%-16.4pp | 64.67%-46.3pp | 31.24%-12.9pp |
| Employer contribution / active EE | $1,348 | $1,993-32.4% | $4,672-71.2% | $2,726-50.6% |
| Participant deferral / active EE | $2,286 | $2,822-19.0% | $5,626-59.4% | $4,647-50.8% |
| Admin fee / account holder | $145 | $437-66.8% | $15,912-99.1% | $430-66.3% |