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 9-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 64 · EIN 04-2647786 | Recordkeeping Fees | $250 |
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 | $73,445 | $47,648+54.1% | $130,648-43.8% | $67,579+8.7% |
| Participation rate | 58.3% | 60.4%-2.2pp | 71.7%-13.5pp | 71.3%-13.0pp |
| Annual return | 20.91% | 25.73%-4.8pp | 1708.96%-1688.0pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,316 | $1,408+64.5% | $4,092-43.4% | $2,148+7.8% |
| Participant deferral / active EE | $1,637 | $2,616-37.4% | $3,603-54.6% | $3,539-53.8% |
| Admin fee / account holder | $1 | $105-99.0% | $5,464-100.0% | $142-99.3% |