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 | $775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,395 | $59,584+14.8% | $86,874-21.3% | $79,386-13.8% |
| Participation rate | 99.6% | 67.7%+31.9pp | 71.6%+27.9pp | 70.7%+28.9pp |
| Annual return | 18.50% | 23.15%-4.7pp | 63.52%-45.0pp | 116.85%-98.4pp |
| Employer contribution / active EE | $1,755 | $1,768-0.7% | $2,495-29.7% | $2,427-27.7% |
| Participant deferral / active EE | $1,937 | $3,036-36.2% | $3,699-47.6% | $4,046-52.1% |
| Admin fee / account holder | $6 | $604-99.0% | $5,828-99.9% | $626-99.0% |