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 15 · EIN 01-0233346 | Recordkeeping | $1,157 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,021 | $76,670-77.8% | $96,683-82.4% | $71,457-76.2% |
| Participation rate | 46.6% | 66.6%-20.0pp | 74.3%-27.8pp | 67.9%-21.3pp |
| Annual return | 20.08% | 48.29%-28.2pp | 35.69%-15.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $825 | $3,031-72.8% | $3,737-77.9% | $2,588-68.1% |
| Participant deferral / active EE | $2,395 | $3,771-36.5% | $4,878-50.9% | $4,289-44.2% |
| Admin fee / account holder | $202 | $2,028-90.0% | $6,730-97.0% | $1,587-87.2% |