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 | $2,238 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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.
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 | $12,314 | $62,267-80.2% | $110,238-88.8% | $55,725-77.9% |
| Participation rate | 99.8% | 78.1%+21.6pp | 79.8%+19.9pp | 70.9%+28.9pp |
| Annual return | -5.38% | -1.07%-4.3pp | 314.74%-320.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,038 | $1,941-46.5% | $3,826-72.9% | $2,078-50.0% |
| Participant deferral / active EE | $1,060 | $3,516-69.9% | $4,672-77.3% | $3,356-68.4% |
| Admin fee / account holder | $61 | $121-49.6% | $8,547-99.3% | $115-47.1% |