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 | $22,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 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 | $8,272 | $46,173-82.1% | $170,442-95.1% | $69,631-88.1% |
| Participation rate | 66.2% | 63.9%+2.3pp | 83.6%-17.4pp | 70.7%-4.5pp |
| Annual return | 13.78% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,082 | $2,080-48.0% | $4,939-78.1% | $3,224-66.4% |
| Admin fee / account holder | $4 | $116-96.7% | $13,880-100.0% | $110-96.6% |