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 01-0233346 | Recordkeeping | $130 |
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 | $28,663 | $48,313-40.7% | $73,307-60.9% | $52,331-45.2% |
| Participation rate | 59.0% | 68.6%-9.5pp | 74.9%-15.9pp | 68.1%-9.1pp |
| Annual return | 9.61% | 3.85%+5.8pp | 5.67%+3.9pp | 4.54%+5.1pp |
| Employer contribution / active EE | $221 | $1,661-86.7% | $3,237-93.2% | $1,882-88.3% |
| Participant deferral / active EE | $4,491 | $4,189+7.2% | $4,991-10.0% | $3,022+48.6% |
| Admin fee / account holder | $10 | $404-97.5% | $5,637-99.8% | $592-98.3% |