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 01-0233346 | Recordkeeping | $475 |
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 | $21,176 | $58,879-64.0% | $178,490-88.1% | $73,488-71.2% |
| Participation rate | 21.7% | 66.2%-44.5pp | 81.9%-60.2pp | 70.7%-48.9pp |
| Annual return | 18.52% | 24.86%-6.3pp | 151.07%-132.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $567 | $2,236-74.7% | $5,011-88.7% | $2,270-75.0% |
| Participant deferral / active EE | $1,057 | $2,567-58.8% | $5,202-79.7% | $3,740-71.7% |
| Admin fee / account holder | $27 | $400-93.2% | $13,984-99.8% | $513-94.7% |