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 | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,118 | $65,061-49.1% | $143,757-77.0% | $66,914-50.5% |
| Participation rate | 59.5% | 65.2%-5.7pp | 80.3%-20.8pp | 69.8%-10.3pp |
| Annual return | -17.20% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,775 | $2,361+17.5% | $4,951-44.0% | $2,544+9.1% |
| Participant deferral / active EE | $4,794 | $2,919+64.2% | $5,637-15.0% | $4,237+13.1% |
| Admin fee / account holder | $128 | $502-74.4% | $14,673-99.1% | $593-78.3% |