Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $6,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,246 | $72,994-36.6% | $120,368-61.6% | $77,671-40.5% |
| Participation rate | 87.8% | 55.2%+32.6pp | 71.9%+15.9pp | 70.6%+17.2pp |
| Annual return | 12.79% | 18.23%-5.4pp | 107.26%-94.5pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,560 | $1,793+42.8% | $3,465-26.1% | $2,726-6.1% |
| Participant deferral / active EE | $4,709 | $3,011+56.4% | $4,991-5.7% | $4,648+1.3% |
| Admin fee / account holder | $140 | $658-78.8% | $9,429-98.5% | $430-67.6% |