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 35-0145825 | Recordkeeping | $1,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,819 | $58,879-76.5% | $178,490-92.3% | $73,488-81.2% |
| Participation rate | 67.6% | 66.2%+1.4pp | 81.9%-14.3pp | 70.7%-3.1pp |
| Annual return | 12.12% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,060 | $2,236-52.6% | $5,011-78.8% | $2,270-53.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13 | $400-96.7% | $13,984-99.9% | $513-97.4% |