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 | $66,987 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,341 | $80,724-5.4% | $103,333-26.1% | $74,495+2.5% |
| Participation rate | 77.7% | 65.7%+12.0pp | 74.5%+3.2pp | 67.2%+10.5pp |
| Annual return | 13.79% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,958 | $3,157-38.0% | $3,868-49.4% | $2,623-25.4% |
| Participant deferral / active EE | $4,295 | $3,860+11.3% | $5,057-15.1% | $4,346-1.2% |
| Admin fee / account holder | $263 | $2,368-88.9% | $8,355-96.9% | $1,942-86.5% |