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 | $16,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,409 | $36,916-85.3% | $156,549-96.5% | $57,658-90.6% |
| Participation rate | 62.8% | 63.4%-0.7pp | 84.0%-21.3pp | 70.2%-7.5pp |
| Annual return | 6.88% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $715 | $1,571-54.5% | $5,501-87.0% | $1,974-63.8% |
| Participant deferral / active EE | $318 | $1,926-83.5% | $4,871-93.5% | $3,061-89.6% |
| Admin fee / account holder | $3 | $82-96.8% | $13,027-100.0% | $95-97.2% |