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 35-0145825 | Recordkeeping | $38,450 |
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 | $39,347 | $50,666-22.3% | $76,817-48.8% | $65,185-39.6% |
| Participation rate | 92.9% | 68.8%+24.1pp | 72.1%+20.8pp | 70.2%+22.7pp |
| Annual return | 27.29% | 28.51%-1.2pp | 1166.11%-1138.8pp | 29.38%-2.1pp |
| Employer contribution / active EE | $2,228 | $1,575+41.5% | $2,302-3.2% | $2,177+2.4% |
| Participant deferral / active EE | $4,364 | $2,647+64.9% | $3,336+30.8% | $3,514+24.2% |
| Admin fee / account holder | $1 | $463-99.8% | $6,420-100.0% | $847-99.9% |