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 01-0233346 | Recordkeeping | $9,205 |
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 | $30,830 | $50,815-39.3% | $155,509-80.2% | $77,643-60.3% |
| Participation rate | 40.6% | 63.1%-22.5pp | 78.2%-37.6pp | 70.6%-30.0pp |
| Annual return | 18.09% | 34.80%-16.7pp | 64.67%-46.6pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,070 | $1,993-46.3% | $4,672-77.1% | $2,726-60.7% |
| Participant deferral / active EE | $1,264 | $2,822-55.2% | $5,626-77.5% | $4,647-72.8% |
| Admin fee / account holder | $280 | $437-35.9% | $15,912-98.2% | $430-35.0% |