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 | $800 |
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 | $64,008 | $50,666+26.3% | $76,817-16.7% | $65,185-1.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 0.62% | 28.51%-27.9pp | 1166.11%-1165.5pp | 29.38%-28.8pp |
| Employer contribution / active EE | $1,699 | $1,575+7.9% | $2,302-26.2% | $2,177-21.9% |
| Participant deferral / active EE | $2,232 | $2,647-15.7% | $3,336-33.1% | $3,514-36.5% |
| Admin fee / account holder | $4 | $463-99.2% | $6,420-99.9% | $847-99.6% |