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 | $0 |
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 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 | $1,122 | $39,245-97.1% | $64,105-98.3% | $52,331-97.9% |
| Participation rate | 76.3% | 58.2%+18.0pp | 68.2%+8.1pp | 68.1%+8.2pp |
| Annual return | 0.00% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,036 | $1,992-48.0% | $2,822-63.3% | $3,022-65.7% |
| Admin fee / account holder | $12 | $592-98.0% | $4,499-99.7% | $592-98.0% |