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 15 · EIN 35-0145825 | Recordkeeping | $631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,988 | $72,607+15.7% | $90,749-7.5% | $66,914+25.5% |
| Participation rate | 49.7% | 73.7%-24.0pp | 75.7%-26.0pp | 69.8%-20.1pp |
| Annual return | -16.88% | -12.28%-4.6pp | -12.16%-4.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $930 | $2,369-60.7% | $2,921-68.1% | $2,544-63.4% |
| Participant deferral / active EE | $3,307 | $3,977-16.8% | $4,564-27.5% | $4,237-21.9% |
| Admin fee / account holder | $418 | $707-40.9% | $8,445-95.1% | $593-29.6% |