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 | $120 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,498 | $121,341-46.8% | $189,513-66.0% | $79,386-18.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 87.8%-7.8pp | 70.7%+9.3pp |
| Annual return | 14.27% | 21.08%-6.8pp | 555.15%-540.9pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,636 | $3,915-58.2% | $6,162-73.5% | $2,427-32.6% |
| Participant deferral / active EE | $3,294 | $6,395-48.5% | $8,221-59.9% | $4,046-18.6% |
| Admin fee / account holder | $1 | $651-99.8% | $12,045-100.0% | $626-99.8% |