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 | $400 |
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 | $70,751 | $54,590+29.6% | $81,930-13.6% | $73,488-3.7% |
| Participation rate | 99.5% | 68.3%+31.2pp | 72.0%+27.5pp | 70.7%+28.8pp |
| Annual return | 12.64% | 17.74%-5.1pp | 29.49%-16.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,819 | $1,636+11.2% | $4,310-57.8% | $2,270-19.9% |
| Participant deferral / active EE | $2,586 | $2,759-6.3% | $7,107-63.6% | $3,740-30.8% |
| Admin fee / account holder | $2 | $592-99.6% | $5,158-100.0% | $513-99.5% |