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 13-3689044 | Recordkeeping | $133,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,212 | $89,436-15.9% | $164,813-54.4% | $77,643-3.1% |
| Participation rate | 76.9% | 78.6%-1.7pp | 78.6%-1.7pp | 70.6%+6.3pp |
| Annual return | 56.62% | 28.83%+27.8pp | 69.93%-13.3pp | 31.24%+25.4pp |
| Employer contribution / active EE | $3,180 | $2,569+23.8% | $4,341-26.7% | $2,726+16.7% |
| Participant deferral / active EE | $6,616 | $4,897+35.1% | $6,031+9.7% | $4,647+42.4% |
| Admin fee / account holder | $124 | $339-63.5% | $12,690-99.0% | $430-71.3% |