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 9-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 | $55,409 |
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 | $36,177 | $47,126-23.2% | $149,673-75.8% | $74,419-51.4% |
| Participation rate | 33.1% | 63.4%-30.2pp | 78.8%-45.6pp | 70.7%-37.6pp |
| Annual return | 15.57% | 22.75%-7.2pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $993 | $1,905-47.9% | $4,818-79.4% | $2,637-62.4% |
| Participant deferral / active EE | $1,778 | $2,728-34.8% | $5,680-68.7% | $4,528-60.7% |
| Admin fee / account holder | $14 | $343-96.0% | $13,210-99.9% | $348-96.1% |