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 4-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 | $128,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,507 | $106,028-65.6% | $146,958-75.2% | $77,643-53.0% |
| Participation rate | 69.0% | 78.4%-9.4pp | 82.2%-13.2pp | 70.6%-1.6pp |
| Annual return | 14.85% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,151 | $4,063-47.1% | $4,933-56.4% | $2,726-21.1% |
| Participant deferral / active EE | $4,197 | $7,990-47.5% | $8,070-48.0% | $4,647-9.7% |
| Admin fee / account holder | $14 | $337-95.8% | $12,998-99.9% | $430-96.7% |