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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,631 | $65,061+54.7% | $143,757-30.0% | $66,914+50.4% |
| Participation rate | 67.3% | 65.2%+2.1pp | 80.3%-13.0pp | 69.8%-2.5pp |
| Annual return | -19.46% | -11.14%-8.3pp | -0.04%-19.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,585 | $2,361-32.9% | $4,951-68.0% | $2,544-37.7% |
| Participant deferral / active EE | $3,949 | $2,919+35.3% | $5,637-29.9% | $4,237-6.8% |
| Admin fee / account holder | $40 | $502-92.1% | $14,673-99.7% | $593-93.3% |