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 | $95,279 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,137 | $44,897-75.2% | $84,966-86.9% | $199,593-94.4% |
| Participation rate | 16.2% | 45.7%-29.5pp | 67.5%-51.3pp | 72.0%-55.8pp |
| Annual return | 13.38% | 20.96%-7.6pp | 66.38%-53.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $621 | $2,668-76.7% | $4,519-86.3% | $5,087-87.8% |
| Admin fee / account holder | $115 | $584-80.2% | $6,149-98.1% | $269-57.0% |