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 | $32,665 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,600 |
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 | $63,878 | $88,083-27.5% | $164,813-61.2% | $74,495-14.3% |
| Participation rate | 58.0% | 73.0%-15.1pp | 78.6%-20.6pp | 67.2%-9.2pp |
| Annual return | 13.20% | 17.26%-4.1pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,864 | $2,593-28.1% | $4,341-57.1% | $2,623-28.9% |
| Participant deferral / active EE | $3,495 | $4,498-22.3% | $6,031-42.1% | $4,346-19.6% |
| Admin fee / account holder | $21 | $2,234-99.1% | $12,690-99.8% | $1,942-98.9% |