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 01-0233346 | Recordkeeping | $2,284 |
CABLE HILL PARTNERS2 years Service code 26 · EIN 46-4959656 | Advisory (Participants) | $0 |
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 | $78,261 | $85,766-8.8% | $136,294-42.6% | $70,131+11.6% |
| Participation rate | 87.9% | 74.2%+13.8pp | 81.9%+6.0pp | 69.5%+18.4pp |
| Annual return | 17.07% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,723 | $2,966-8.2% | $4,695-42.0% | $2,342+16.2% |
| Participant deferral / active EE | $4,896 | $5,051-3.1% | $6,247-21.6% | $3,332+47.0% |
| Admin fee / account holder | $28 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |