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 |
|---|---|---|
CRMC2+ years Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,261 | $46,732-80.2% | $156,549-94.1% | $55,167-83.2% |
| Participation rate | 62.2% | 65.8%-3.6pp | 84.0%-21.9pp | 69.0%-6.8pp |
| Annual return | 10.87% | 17.72%-6.8pp | 32.23%-21.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $704 | $2,105-66.6% | $5,501-87.2% | $1,963-64.1% |
| Participant deferral / active EE | $1,503 | $2,204-31.8% | $4,871-69.1% | $3,054-50.8% |
| Admin fee / account holder | $5 | $418-98.7% | $13,027-100.0% | $504-98.9% |