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 19 · EIN 51-0396365 | Securities Custodian | $74,423 |
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 | $37,293 | $98,780-62.2% | $60,874-38.7% | $77,904-52.1% |
| Participation rate | 45.9% | 76.7%-30.7pp | 73.1%-27.2pp | 73.7%-27.7pp |
| Annual return | -13.71% | -11.56%-2.1pp | 16.90%-30.6pp | 12.21%-25.9pp |
| Employer contribution / active EE | $2 | $3,605-99.9% | $2,701-99.9% | $2,848-99.9% |
| Participant deferral / active EE | $2,136 | $4,200-49.1% | $3,817-44.0% | $4,806-55.5% |
| Admin fee / account holder | $66 | $89-25.0% | $3,224-97.9% | $133-49.8% |