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 99 · EIN 47-1411118 | Other Fees | $26,108 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,725 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,315 | $86,655-47.7% | $119,609-62.1% | $66,914-32.3% |
| Participation rate | 60.7% | 75.6%-14.9pp | 79.3%-18.6pp | 69.8%-9.1pp |
| Annual return | -16.45% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,070 | $2,536-18.4% | $4,232-51.1% | $2,544-18.6% |
| Participant deferral / active EE | $3,519 | $4,358-19.2% | $5,602-37.2% | $4,237-16.9% |
| Admin fee / account holder | $14 | $755-98.1% | $10,323-99.9% | $593-97.6% |