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 | $325 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,421 | $47,898+95.0% | $117,472-20.5% | $64,808+44.2% |
| Participation rate | 60.3% | 61.9%-1.6pp | 70.6%-10.3pp | 71.5%-11.1pp |
| Annual return | -17.75% | -15.54%-2.2pp | 29.74%-47.5pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,970 | $1,774+67.4% | $4,176-28.9% | $2,506+18.5% |
| Participant deferral / active EE | $2,274 | $3,151-27.8% | $4,070-44.1% | $4,310-47.2% |
| Admin fee / account holder | $2 | $132-98.9% | $5,645-100.0% | $188-99.2% |