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 8-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 12 · EIN 48-1205033 | Recordkeeping and information managem... | $22,681 |
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.
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 | $18,962 | $62,928-69.9% | $172,739-89.0% | $67,579-71.9% |
| Participation rate | 34.2% | 64.5%-30.3pp | 82.6%-48.4pp | 71.3%-37.1pp |
| Annual return | 18.95% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $211 | $1,636-87.1% | $5,143-95.9% | $2,148-90.2% |
| Participant deferral / active EE | $835 | $2,145-61.1% | $5,198-83.9% | $3,539-76.4% |
| Admin fee / account holder | $77 | $167-54.0% | $13,954-99.5% | $142-46.1% |