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 10 · EIN 52-0783935 | Accounting | $4,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,261 | $60,165-11.5% | $74,183-28.2% | $55,167-3.5% |
| Participation rate | 62.4% | 74.2%-11.8pp | 76.6%-14.3pp | 69.0%-6.6pp |
| Annual return | 0.24% | 10.00%-9.8pp | 17.74%-17.5pp | 169.23%-169.0pp |
| Employer contribution / active EE | $684 | $1,600-57.3% | $2,370-71.2% | $1,963-65.2% |
| Participant deferral / active EE | $1,745 | $2,973-41.3% | $3,550-50.8% | $3,054-42.9% |
| Admin fee / account holder | $34 | $419-91.9% | $5,586-99.4% | $504-93.3% |