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 35-0145825 | Recordkeeping | $7,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,954 | $61,156-67.4% | $185,823-89.3% | $79,386-74.9% |
| Participation rate | 59.7% | 66.6%-6.9pp | 81.7%-22.0pp | 70.7%-11.0pp |
| Annual return | 12.95% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $567 | $2,321-75.6% | $5,167-89.0% | $2,427-76.7% |
| Participant deferral / active EE | $700 | $2,789-74.9% | $5,568-87.4% | $4,046-82.7% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |