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 | $0 |
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 | $12,348 | $78,705-84.3% | $117,854-89.5% | $70,131-82.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.20% | 23.30%-2.1pp | 335.08%-313.9pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,063 | $2,223-7.2% | $3,786-45.5% | $2,342-11.9% |
| Participant deferral / active EE | $3,826 | $3,297+16.0% | $4,482-14.6% | $3,332+14.8% |
| Admin fee / account holder | $22 | $5,065-99.6% | $8,020-99.7% | $4,645-99.5% |