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 | $3,689 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $86,341 | $70,667+22.2% | $123,104-29.9% | $52,331+65.0% |
| Participation rate | 88.4% | 83.7%+4.7pp | 86.8%+1.6pp | 68.1%+20.3pp |
| Annual return | 0.87% | 6.23%-5.4pp | 13.22%-12.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $4,355 | $2,946+47.9% | $5,151-15.4% | $1,882+131.5% |
| Participant deferral / active EE | $7,195 | $4,493+60.1% | $6,230+15.5% | $3,022+138.1% |
| Admin fee / account holder | $22 | $506-95.7% | $9,015-99.8% | $592-96.3% |