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 42-0223620 | Recordkeeping | $25,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,872 | $33,067+99.2% | $76,523-13.9% | $56,287+17.0% |
| Participation rate | 22.9% | 55.4%-32.5pp | 68.0%-45.1pp | 69.9%-46.9pp |
| Annual return | -4.52% | 2.72%-7.2pp | -0.27%-4.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $333 | $1,200-72.3% | $2,647-87.4% | $2,111-84.2% |
| Participant deferral / active EE | $864 | $2,240-61.4% | $3,835-77.5% | $3,350-74.2% |
| Admin fee / account holder | $857 | $537+59.7% | $4,848-82.3% | $521+64.6% |