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 | $37,859 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,009 | $88,083+24.9% | $164,813-33.3% | $74,495+47.7% |
| Participation rate | 98.3% | 73.0%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 10.89% | 17.26%-6.4pp | 69.93%-59.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $5,286 | $2,593+103.9% | $4,341+21.8% | $2,623+101.5% |
| Participant deferral / active EE | $4,370 | $4,498-2.9% | $6,031-27.6% | $4,346+0.5% |
| Admin fee / account holder | $261 | $2,234-88.3% | $12,690-97.9% | $1,942-86.6% |