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 | $1,648 |
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 | $19,997 | $46,173-56.7% | $170,442-88.3% | $69,631-71.3% |
| Participation rate | 42.1% | 63.9%-21.8pp | 83.6%-41.5pp | 70.7%-28.6pp |
| Annual return | 16.53% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $633 | $1,610-60.7% | $5,433-88.4% | $2,032-68.9% |
| Participant deferral / active EE | $898 | $2,080-56.8% | $4,939-81.8% | $3,224-72.1% |
| Admin fee / account holder | $26 | $116-77.4% | $13,880-99.8% | $110-76.2% |