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 | $80,673-7.7% | $101,326-26.5% | $84,808-12.2% |
| Participation rate | 81.3% | 77.8%+3.5pp | 81.5%-0.2pp | 68.3%+12.9pp |
| Annual return | 38.67% | 38.95%-0.3pp | 36.82%+1.9pp | 40.90%-2.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,621 | $6,840+143.0% | $7,994+107.9% | $4,212+294.6% |
| Admin fee / account holder | $55 | $12,784-99.6% | $11,185-99.5% | $7,344-99.3% |