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 15 · EIN 48-1205033 | Recordkeeping | $23,353 |
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 | $16,910 | $52,293-67.7% | $178,490-90.5% | $73,409-77.0% |
| Participation rate | 40.5% | 65.3%-24.9pp | 81.9%-41.4pp | 72.2%-31.7pp |
| Annual return | 17.40% | 34.75%-17.3pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $217 | $1,735-87.5% | $5,011-95.7% | $2,234-90.3% |
| Participant deferral / active EE | $874 | $2,332-62.5% | $5,202-83.2% | $3,805-77.0% |
| Admin fee / account holder | $69 | $127-45.6% | $13,984-99.5% | $158-56.1% |