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 | $14,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,990 | $75,284-76.1% | $91,001-80.2% | $69,631-74.2% |
| Participation rate | 37.3% | 80.4%-43.1pp | 75.6%-38.3pp | 70.7%-33.4pp |
| Annual return | 25.39% | 48.40%-23.0pp | 4.60%+20.8pp | 27571.02%-27545.6pp |
| Employer contribution / active EE | $911 | $2,473-63.2% | $2,456-62.9% | $2,032-55.2% |
| Participant deferral / active EE | $1,508 | $3,700-59.2% | $3,547-57.5% | $3,224-53.2% |
| Admin fee / account holder | $30 | $111-72.5% | $5,417-99.4% | $110-72.4% |