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 6-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 65-0608221 | Recordkeeping | $20,336 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,192 | $61,052-66.9% | $142,863-85.9% | $79,386-74.6% |
| Participation rate | 98.0% | 60.1%+37.9pp | 71.9%+26.1pp | 70.7%+27.3pp |
| Annual return | 13.53% | 16.02%-2.5pp | 5637.54%-5624.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $558 | $1,481-62.3% | $4,144-86.5% | $2,427-77.0% |
| Participant deferral / active EE | $3,463 | $2,879+20.3% | $3,837-9.8% | $4,046-14.4% |
| Admin fee / account holder | $136 | $659-79.3% | $6,560-97.9% | $626-78.2% |