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 | $88,087+24.9% | $164,866-33.3% | $74,546+47.6% |
| Participation rate | 98.3% | 73.1%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 10.89% | 17.27%-6.4pp | 69.97%-59.1pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $5,286 | $2,595+103.7% | $4,343+21.7% | $2,624+101.4% |
| Participant deferral / active EE | $4,370 | $4,499-2.9% | $6,033-27.6% | $4,347+0.5% |
| Admin fee / account holder | $261 | $2,232-88.3% | $12,689-97.9% | $1,944-86.6% |