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 01-0233346 | Recordkeeping | $429 |
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 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 | $44,050 | $63,156-30.3% | $122,332-64.0% | $62,292-29.3% |
| Participation rate | 32.5% | 60.0%-27.5pp | 71.6%-39.2pp | 69.5%-37.0pp |
| Annual return | 17.17% | 20.61%-3.4pp | 30.27%-13.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $720 | $1,385-48.0% | $4,050-82.2% | $2,042-64.8% |
| Participant deferral / active EE | $1,688 | $2,321-27.3% | $3,287-48.6% | $3,169-46.7% |
| Admin fee / account holder | $245 | $440-44.3% | $5,478-95.5% | $479-48.9% |