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 | $5,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,241 | $53,345-0.2% | $121,098-56.0% | $74,419-28.5% |
| Participation rate | 49.2% | 60.0%-10.8pp | 69.5%-20.3pp | 70.7%-21.6pp |
| Annual return | 19.35% | 35.15%-15.8pp | 985.75%-966.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,708 | $3,221+15.1% | $4,080-9.1% | $4,528-18.1% |
| Admin fee / account holder | $25 | $382-93.5% | $5,644-99.6% | $348-92.8% |