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 8-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 | $56,580 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $7,189 |
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 | $49,064 | $89,436-45.1% | $164,813-70.2% | $77,643-36.8% |
| Participation rate | 92.4% | 78.6%+13.8pp | 78.6%+13.8pp | 70.6%+21.9pp |
| Annual return | 135.23% | 28.83%+106.4pp | 69.93%+65.3pp | 31.24%+104.0pp |
| Employer contribution / active EE | $1,689 | $2,569-34.3% | $4,341-61.1% | $2,726-38.0% |
| Participant deferral / active EE | $4,077 | $4,897-16.7% | $6,031-32.4% | $4,647-12.3% |
| Admin fee / account holder | $36 | $339-89.4% | $12,690-99.7% | $430-91.6% |