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 4-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 39-0989781 | Recordkeeping | $44,610 |
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 | $63,997 | $100,923-36.6% | $150,045-57.3% | $74,304-13.9% |
| Participation rate | 78.8% | 70.1%+8.7pp | 82.3%-3.5pp | 60.3%+18.5pp |
| Annual return | 20.03% | 51.77%-31.7pp | 62.55%-42.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $6,900 | $3,463+99.2% | $4,693+47.0% | $2,241+207.9% |
| Participant deferral / active EE | $11,010 | $6,709+64.1% | $7,997+37.7% | $3,767+192.3% |
| Admin fee / account holder | $178 | $2,767-93.6% | $13,435-98.7% | $2,969-94.0% |