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 6-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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $190 |
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 | $5,349 | $52,293-89.8% | $178,490-97.0% | $73,409-92.7% |
| Participation rate | 85.3% | 65.3%+20.0pp | 81.9%+3.4pp | 72.2%+13.1pp |
| Annual return | 39.96% | 34.75%+5.2pp | 151.07%-111.1pp | 59.29%-19.3pp |
| Employer contribution / active EE | $420 | $1,735-75.8% | $5,011-91.6% | $2,234-81.2% |
| Participant deferral / active EE | $1,677 | $2,332-28.1% | $5,202-67.8% | $3,805-55.9% |
| Admin fee / account holder | $21 | $127-83.8% | $13,984-99.9% | $158-86.9% |