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 39-6040276 | Recordkeeping Fees | $555 |
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 | $57,759 | $76,050-24.1% | $96,544-40.2% | $71,457-19.2% |
| Participation rate | 85.1% | 74.4%+10.7pp | 76.0%+9.1pp | 67.9%+17.2pp |
| Annual return | 15.21% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,567 | $2,244-30.2% | $2,965-47.2% | $2,588-39.5% |
| Participant deferral / active EE | $6,580 | $4,215+56.1% | $4,851+35.7% | $4,289+53.4% |
| Admin fee / account holder | $12 | $2,707-99.6% | $8,252-99.9% | $1,587-99.2% |