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 30-0219031 | Recordkeeping | $11,887 |
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 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 | $69,878 | $54,573+28.0% | $90,951-23.2% | $73,488-4.9% |
| Participation rate | 49.4% | 61.2%-11.8pp | 69.0%-19.6pp | 70.7%-21.3pp |
| Annual return | 13.98% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,239 | $991+25.0% | $2,122-41.6% | $2,270-45.4% |
| Participant deferral / active EE | $2,531 | $2,517+0.6% | $3,373-25.0% | $3,740-32.3% |
| Admin fee / account holder | $120 | $521-77.0% | $5,959-98.0% | $513-76.6% |