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 7-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 13-3689044 | Recordkeeping | $29,503 |
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 | $24,071 | $55,441-56.6% | $76,002-68.3% | $77,671-69.0% |
| Participation rate | 25.7% | 63.6%-37.9pp | 69.1%-43.4pp | 70.6%-44.9pp |
| Annual return | 18.31% | 17.08%+1.2pp | 360.07%-341.8pp | 31.21%-12.9pp |
| Employer contribution / active EE | $723 | $1,789-59.6% | $2,688-73.1% | $2,726-73.5% |
| Participant deferral / active EE | $1,342 | $3,451-61.1% | $4,257-68.5% | $4,648-71.1% |
| Admin fee / account holder | $196 | $407-51.8% | $6,414-96.9% | $430-54.5% |