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 | $12,084 |
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.
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 | $38,718 | $58,083-33.3% | $80,019-51.6% | $56,287-31.2% |
| Participation rate | 18.5% | 73.6%-55.1pp | 75.8%-57.3pp | 69.9%-51.3pp |
| Annual return | -5.95% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $497 | $1,932-74.3% | $2,468-79.9% | $2,111-76.5% |
| Participant deferral / active EE | $902 | $3,135-71.2% | $3,686-75.5% | $3,350-73.1% |
| Admin fee / account holder | $4 | $623-99.4% | $6,521-99.9% | $521-99.3% |