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 7-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 | $7,590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,428 | $78,520-5.2% | $96,576-22.9% | $82,448-9.7% |
| Participation rate | 81.3% | 77.7%+3.5pp | 81.4%-0.2pp | 68.1%+13.2pp |
| Annual return | 38.67% | 41.30%-2.6pp | 38.47%+0.2pp | 41.64%-3.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,621 | $6,754+146.1% | $7,956+108.9% | $4,139+301.5% |
| Admin fee / account holder | $55 | $13,455-99.6% | $11,381-99.5% | $7,234-99.2% |