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 71-0808497 1601 WESTPARK DRIVE · LITTLE ROCK, AR 72204 | Recordkeeping | $5,151 |
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 | $15,038 | $52,953-71.6% | $172,739-91.3% | $65,185-76.9% |
| Participation rate | 30.0% | 66.2%-36.1pp | 82.6%-52.6pp | 70.2%-40.2pp |
| Annual return | 26.81% | 30.12%-3.3pp | 802.84%-776.0pp | 29.38%-2.6pp |
| Employer contribution / active EE | $548 | $2,190-75.0% | $5,143-89.4% | $2,177-74.8% |
| Participant deferral / active EE | $1,159 | $2,471-53.1% | $5,198-77.7% | $3,514-67.0% |
| Admin fee / account holder | $92 | $472-80.6% | $13,954-99.3% | $847-89.2% |