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 35-0145825 | Recordkeeping | $11,742 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,209 | $52,953-63.7% | $172,739-88.9% | $65,185-70.5% |
| Participation rate | 94.6% | 66.2%+28.4pp | 82.6%+11.9pp | 70.2%+24.4pp |
| Annual return | 5.32% | 30.12%-24.8pp | 802.84%-797.5pp | 29.38%-24.1pp |
| Employer contribution / active EE | $2,132 | $2,190-2.6% | $5,143-58.5% | $2,177-2.0% |
| Participant deferral / active EE | $996 | $2,471-59.7% | $5,198-80.8% | $3,514-71.7% |
| Admin fee / account holder | $24 | $472-95.0% | $13,954-99.8% | $847-97.2% |