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 | $552 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 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 | $61,038 | $213,916-71.5% | $85,969-29.0% | - |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.5%+16.4pp | - |
| Annual return | -2.13% | -1.48%-0.7pp | 9.32%-11.4pp | - |
| Employer contribution / active EE | $4,609 | $2,292+101.1% | $3,474+32.7% | - |
| Participant deferral / active EE | $3,515 | $2,517+39.6% | $3,829-8.2% | - |
| Admin fee / account holder | $8 | $4,647-99.8% | $6,053-99.9% | - |