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 | $37,269 |
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 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 | $36,118 | $70,002-48.4% | $115,037-68.6% | $52,331-31.0% |
| Participation rate | 64.4% | 72.1%-7.7pp | 81.4%-16.9pp | 68.1%-3.7pp |
| Annual return | 1.19% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,055 | $4,920-37.9% | $6,026-49.3% | $3,022+1.1% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |