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 16-1503696 | Recordkeeping | $93,781 |
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 | $66,737 | $53,199+25.4% | $155,567-57.1% | $199,768-66.6% |
| Participation rate | 55.7% | 64.1%-8.4pp | 78.2%-22.5pp | 72.0%-16.3pp |
| Annual return | 18.22% | 41.17%-23.0pp | 64.74%-46.5pp | 34.26%-16.0pp |
| Employer contribution / active EE | $1,273 | $1,852-31.3% | $4,674-72.8% | $3,037-58.1% |
| Participant deferral / active EE | $1,947 | $3,163-38.5% | $5,628-65.4% | $5,090-61.8% |
| Admin fee / account holder | $282 | $186+52.2% | $15,916-98.2% | $269+4.9% |