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 | $963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,877 | $51,466-88.6% | $78,778-92.5% | $62,292-90.6% |
| Participation rate | 68.4% | 59.8%+8.6pp | 69.2%-0.8pp | 69.5%-1.1pp |
| Annual return | 17.61% | 19.96%-2.3pp | 35.62%-18.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1 | $827-99.9% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,572 | $2,147+19.8% | $2,958-13.1% | $3,169-18.8% |
| Admin fee / account holder | $147 | $489-69.9% | $5,134-97.1% | $479-69.3% |