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 | $40,724 |
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 | $120,231 | $81,460+47.6% | $103,333+16.4% | $80,856+48.7% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 12.46% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,114 | $3,105+64.7% | $3,868+32.2% | $2,755+85.6% |
| Participant deferral / active EE | $4,982 | $3,869+28.8% | $5,057-1.5% | $4,296+16.0% |
| Admin fee / account holder | $18 | $6,566-99.7% | $8,355-99.8% | $6,918-99.7% |