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 01-0233346 | Recordkeeping | $894 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,425 | $102,553-64.5% | $151,611-76.0% | $66,914-45.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.53% | -10.82%-2.7pp | 3.33%-16.9pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,591 | $4,180-61.9% | $6,166-74.2% | $2,544-37.5% |
| Participant deferral / active EE | $6,523 | $6,641-1.8% | $8,363-22.0% | $4,237+54.0% |
| Admin fee / account holder | $296 | $630-53.1% | $11,616-97.5% | $593-50.2% |