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 6-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 71-0294708 | Recordkeeping Fees | $104,917 |
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 | $72,897 | $106,028-31.2% | $146,958-50.4% | $77,643-6.1% |
| Participation rate | 58.2% | 78.4%-20.2pp | 82.2%-24.0pp | 70.6%-12.4pp |
| Annual return | 20.72% | 56.73%-36.0pp | 418.34%-397.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $2,459 | $4,063-39.5% | $4,933-50.1% | $2,726-9.8% |
| Participant deferral / active EE | $12,045 | $7,990+50.7% | $8,070+49.3% | $4,647+159.2% |
| Admin fee / account holder | $149 | $337-55.9% | $12,998-98.9% | $430-65.4% |