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 13-3689044 | Recordkeeping | $16,716 |
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 | $52,841 | $86,286-38.8% | $111,297-52.5% | $85,850-38.4% |
| Participation rate | 81.5% | 73.3%+8.2pp | 77.3%+4.2pp | 69.3%+12.2pp |
| Annual return | 14.21% | 19.99%-5.8pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,718 | $2,043-15.9% | $2,731-37.1% | $2,565-33.0% |
| Participant deferral / active EE | $3,165 | $3,641-13.1% | $4,487-29.5% | $3,952-19.9% |
| Admin fee / account holder | $201 | $8,188-97.5% | $7,964-97.5% | $6,260-96.8% |