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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,544 |
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 | $15,937 | $54,762-70.9% | $90,281-82.3% | $72,985-78.2% |
| Participation rate | 83.1% | 65.1%+17.9pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 27.25% | 30.63%-3.4pp | 78.10%-50.8pp | 81.00%-53.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,717 | $2,887-5.9% | $3,885-30.1% | $3,607-24.7% |
| Admin fee / account holder | $21 | $3,972-99.5% | $5,351-99.6% | $5,124-99.6% |