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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $68,027 |
Service code 99 · EIN 47-1411118 | Other Fees | $43,322 |
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 | $50,941 | $79,013-35.5% | $100,391-49.3% | $74,495-31.6% |
| Participation rate | 91.1% | 79.5%+11.6pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 16.59% | 20.41%-3.8pp | 49.20%-32.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $18,663 | $7,760+140.5% | $8,082+130.9% | $4,346+329.4% |
| Admin fee / account holder | $186 | $1,320-85.9% | $7,899-97.6% | $1,942-90.4% |