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 | $9,040 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,343 | $46,732-86.4% | $156,549-95.9% | $55,167-88.5% |
| Participation rate | 77.5% | 65.8%+11.7pp | 84.0%-6.5pp | 69.0%+8.5pp |
| Annual return | 5.94% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $190 | $2,105-91.0% | $5,501-96.5% | $1,963-90.3% |
| Participant deferral / active EE | $731 | $2,204-66.8% | $4,871-85.0% | $3,054-76.1% |
| Admin fee / account holder | $21 | $418-94.9% | $13,027-99.8% | $504-95.8% |