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 01-0233346 | Recordkeeping | $1,461 |
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 | $64,645 | $84,936-23.9% | $111,297-41.9% | $79,386-18.6% |
| Participation rate | 98.1% | 75.9%+22.3pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 11.97% | 17.45%-5.5pp | 54.65%-42.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $5,466 | $1,979+176.2% | $2,731+100.1% | $2,427+125.2% |
| Participant deferral / active EE | $3,375 | $3,888-13.2% | $4,487-24.8% | $4,046-16.6% |
| Admin fee / account holder | $37 | $537-93.0% | $7,964-99.5% | $626-94.0% |