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 01-0233346 | Recordkeeping | $1,071 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,118 | $57,108+3.5% | $94,224-37.3% | $52,331+13.0% |
| Participation rate | 72.2% | 72.9%-0.7pp | 78.8%-6.6pp | 68.1%+4.1pp |
| Annual return | -0.14% | 1.47%-1.6pp | 10.68%-10.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,601 | $3,040-47.3% | $4,320-62.9% | $3,022-47.0% |
| Admin fee / account holder | $16 | $546-97.1% | $6,269-99.7% | $592-97.3% |