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 | $1,460 |
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 | $45,451 | $65,435-30.5% | $86,677-47.6% | $66,914-32.1% |
| Participation rate | 86.1% | 75.5%+10.6pp | 76.6%+9.5pp | 69.8%+16.3pp |
| Annual return | -17.16% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,156 | $2,153+93.0% | $2,836+46.5% | $2,544+63.3% |
| Participant deferral / active EE | $3,027 | $4,100-26.2% | $4,656-35.0% | $4,237-28.5% |
| Admin fee / account holder | $61 | $642-90.6% | $7,493-99.2% | $593-89.8% |