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 35-0145825 | Recordkeeping | $1,564 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,577 | $61,156-20.6% | $185,823-73.9% | $79,386-38.8% |
| Participation rate | 45.6% | 66.6%-21.0pp | 81.7%-36.1pp | 70.7%-25.1pp |
| Annual return | 9.92% | 19.45%-9.5pp | 122.05%-112.1pp | 116.85%-106.9pp |
| Employer contribution / active EE | $1,061 | $2,321-54.3% | $5,167-79.5% | $2,427-56.3% |
| Participant deferral / active EE | $1,170 | $2,789-58.0% | $5,568-79.0% | $4,046-71.1% |
| Admin fee / account holder | $15 | $710-98.0% | $16,237-99.9% | $626-97.7% |