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 | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,969 | $30,599-60.9% | $74,583-84.0% | $57,658-79.2% |
| Participation rate | 38.0% | 49.1%-11.1pp | 68.1%-30.1pp | 70.2%-32.2pp |
| Annual return | 10.36% | 14.24%-3.9pp | 20.47%-10.1pp | 5.13%+5.2pp |
| Employer contribution / active EE | $793 | $1,000-20.7% | $2,525-68.6% | $1,974-59.8% |
| Participant deferral / active EE | $2,259 | $1,805+25.1% | $3,458-34.7% | $3,061-26.2% |
| Admin fee / account holder | $53 | $98-45.6% | $4,138-98.7% | $95-43.6% |