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 64 · EIN 04-2647786 | Recordkeeping Fees | $14,489 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,590 | $91,190-36.8% | $178,490-67.7% | $79,858-27.9% |
| Participation rate | 54.9% | 69.2%-14.3pp | 81.9%-27.0pp | 69.6%-14.7pp |
| Annual return | 17.04% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,395 | $3,256-57.2% | $5,011-72.2% | $2,471-43.6% |
| Participant deferral / active EE | $2,995 | $3,236-7.5% | $5,202-42.4% | $3,740-19.9% |
| Admin fee / account holder | $278 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |