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 28 · EIN 36-3400965 | Investment Management | $14,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,034 | $78,485+27.5% | $106,213-5.8% | $74,495+34.3% |
| Participation rate | 61.6% | 72.8%-11.2pp | 75.3%-13.7pp | 67.2%-5.6pp |
| Annual return | 12.42% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,608 | $2,523-36.2% | $3,171-49.3% | $2,623-38.7% |
| Participant deferral / active EE | $4,521 | $4,322+4.6% | $5,016-9.9% | $4,346+4.0% |
| Admin fee / account holder | $39 | $2,232-98.2% | $11,033-99.6% | $1,942-98.0% |