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 | $15,439 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,067 | $42,894+16.7% | $60,874-17.8% | $68,494-26.9% |
| Participation rate | 43.5% | 66.8%-23.3pp | 73.1%-29.6pp | 67.9%-24.4pp |
| Annual return | -16.00% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,308 | $2,867-54.4% | $3,817-65.7% | $4,027-67.5% |
| Admin fee / account holder | $3 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |