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 10-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 35-0145825 | Recordkeeping | $41,719 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,857 |
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 | $36,409 | $101,499-64.1% | $147,005-75.2% | $74,546-51.2% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.2%-5.4pp | 67.2%+9.5pp |
| Annual return | 15.06% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,108 | $7,304-43.8% | $8,070-49.1% | $4,347-5.5% |
| Admin fee / account holder | $49 | $1,748-97.2% | $13,006-99.6% | $1,944-97.5% |