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 4-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 35-0145825 | Recordkeeping | $8,130 |
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 | $2,820 | $61,272-95.4% | $149,673-98.1% | $71,457-96.1% |
| Participation rate | 74.6% | 62.5%+12.1pp | 78.8%-4.2pp | 67.9%+6.7pp |
| Annual return | 24.98% | 35.85%-10.9pp | 134.42%-109.4pp | 28.85%-3.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,452 | $2,917-50.2% | $5,680-74.4% | $4,289-66.1% |
| Admin fee / account holder | $1 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |