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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,452 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,022 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,335 | $95,274-71.3% | $135,903-79.9% | $74,419-63.3% |
| Participation rate | 55.4% | 78.2%-22.8pp | 81.9%-26.5pp | 70.7%-15.3pp |
| Annual return | 27.52% | 32.77%-5.2pp | 68.23%-40.7pp | 34.38%-6.9pp |
| Employer contribution / active EE | $1,593 | $3,874-58.9% | $4,856-67.2% | $2,637-39.6% |
| Participant deferral / active EE | $2,917 | $7,782-62.5% | $7,758-62.4% | $4,528-35.6% |
| Admin fee / account holder | $143 | $266-46.4% | $10,762-98.7% | $348-59.0% |