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 7-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 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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 | $123,602 | $69,823+77.0% | $77,163+60.2% | $74,419+66.1% |
| Participation rate | 93.8% | 70.0%+23.7pp | 69.6%+24.2pp | 70.7%+23.0pp |
| Annual return | 19.07% | 19.98%-0.9pp | 37.87%-18.8pp | 34.38%-15.3pp |
| Employer contribution / active EE | $4,534 | $2,150+110.9% | $2,535+78.8% | $2,637+71.9% |
| Participant deferral / active EE | $7,560 | $3,558+112.5% | $3,833+97.2% | $4,528+67.0% |
| Admin fee / account holder | $260 | $398-34.6% | $5,472-95.2% | $348-25.2% |