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 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping and information managem... | $20,726 |
FORUSALL, INC.1 year Service code 13 · EIN 46-1803145 809 LAUREL ST., #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $19,944 |
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 | $38,164 | $101,317-62.3% | $146,958-74.0% | $74,495-48.8% |
| Participation rate | 76.2% | 75.5%+0.7pp | 82.2%-6.0pp | 67.2%+9.0pp |
| Annual return | 13.64% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,616 | $7,303-9.4% | $8,070-18.0% | $4,346+52.2% |
| Admin fee / account holder | $242 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |