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 64 · EIN 71-0294708 | Recordkeeping Fees | $85,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,533 | $36,020-65.2% | $80,569-84.4% | $103,482-87.9% |
| Participation rate | 8.8% | 38.5%-29.7pp | 67.0%-58.2pp | 73.3%-64.4pp |
| Annual return | 21.12% | 63.68%-42.6pp | 935.43%-914.3pp | 33.11%-12.0pp |
| Employer contribution / active EE | $6 | $998-99.4% | $2,723-99.8% | $3,208-99.8% |
| Participant deferral / active EE | $282 | $2,343-88.0% | $4,447-93.7% | $5,207-94.6% |
| Admin fee / account holder | $129 | $472-72.6% | $5,377-97.6% | $114+13.2% |