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 64 · EIN 04-2647786 | Recordkeeping Fees | $75 |
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 | $33,165 | $68,346-51.5% | $94,646-65.0% | $75,163-55.9% |
| Participation rate | 81.0% | 76.1%+4.9pp | 80.8%+0.2pp | 67.2%+13.8pp |
| Annual return | 11.18% | 616.93%-605.7pp | 156.71%-145.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $2,032 | $2,701-24.8% | $3,672-44.7% | $2,670-23.9% |
| Participant deferral / active EE | $7,521 | $6,537+15.0% | $7,418+1.4% | $4,125+82.3% |
| Admin fee / account holder | $143 | $5,326-97.3% | $7,231-98.0% | $5,651-97.5% |