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 16-1450952 | Recordkeeping | $809 |
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 | $13,169 | $58,879-77.6% | $178,490-92.6% | $73,488-82.1% |
| Participation rate | 59.9% | 66.2%-6.4pp | 81.9%-22.1pp | 70.7%-10.8pp |
| Annual return | 17.28% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $584 | $2,236-73.9% | $5,011-88.3% | $2,270-74.3% |
| Participant deferral / active EE | $1,461 | $2,567-43.1% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $9 | $400-97.9% | $13,984-99.9% | $513-98.3% |