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 8-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 | $1,156 |
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 | $55,104 | $66,457-17.1% | $81,382-32.3% | $77,643-29.0% |
| Participation rate | 28.4% | 68.7%-40.3pp | 69.5%-41.1pp | 70.6%-42.2pp |
| Annual return | 17.18% | 15.93%+1.2pp | 24.73%-7.6pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,389 | $2,159-35.7% | $2,463-43.6% | $2,726-49.0% |
| Participant deferral / active EE | $2,480 | $3,679-32.6% | $3,883-36.1% | $4,647-46.6% |
| Admin fee / account holder | $217 | $583-62.8% | $5,768-96.2% | $430-49.7% |