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 5-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 64 · EIN 04-2647786 | Recordkeeping Fees | $515 |
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 | $46,405 | $55,415-16.3% | $155,509-70.2% | $74,495-37.7% |
| Participation rate | 81.5% | 61.9%+19.6pp | 78.2%+3.4pp | 67.2%+14.3pp |
| Annual return | 17.74% | 268.50%-250.8pp | 64.67%-46.9pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,411 | $2,267+94.6% | $4,672-5.6% | $2,623+68.2% |
| Participant deferral / active EE | $10,495 | $2,836+270.1% | $5,626+86.5% | $4,346+141.5% |
| Admin fee / account holder | $151 | $1,738-91.3% | $15,912-99.1% | $1,942-92.2% |