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 | $5,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $21,304 | $60,124-64.6% | $90,404-76.4% | $79,858-73.3% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 28.53% | 71.94%-43.4pp | 1293.02%-1264.5pp | 31.71%-3.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,082 | $2,938+4.9% | $3,963-22.2% | $3,740-17.6% |
| Admin fee / account holder | $21 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |