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 | $101,317-64.1% | $146,958-75.2% | $74,495-51.1% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.2%-5.4pp | 67.2%+9.5pp |
| Annual return | 15.06% | 8730.91%-8715.8pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,108 | $7,303-43.8% | $8,070-49.1% | $4,346-5.5% |
| Admin fee / account holder | $49 | $1,739-97.2% | $12,998-99.6% | $1,942-97.5% |