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 01-0233346 | Recordkeeping | $17,904 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,364 | $50,127-89.3% | $149,673-96.4% | $80,160-93.3% |
| Participation rate | 30.6% | 64.3%-33.7pp | 78.8%-48.2pp | 72.9%-42.4pp |
| Annual return | 15.81% | 29.82%-14.0pp | 134.42%-118.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $204 | $1,865-89.1% | $4,818-95.8% | $2,978-93.2% |
| Participant deferral / active EE | $527 | $3,194-83.5% | $5,680-90.7% | $5,017-89.5% |
| Admin fee / account holder | $62 | $153-59.4% | $13,210-99.5% | $145-57.2% |