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 9-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 99 · EIN 04-2675571 | Other Fees | $14,293 |
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 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 | $29,392 | $89,652-67.2% | $141,162-79.2% | $65,185-54.9% |
| Participation rate | 54.4% | 74.7%-20.3pp | 82.5%-28.0pp | 70.2%-15.8pp |
| Annual return | 75.06% | 32.79%+42.3pp | 71.39%+3.7pp | 29.38%+45.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,211 | $5,691+26.7% | $6,709+7.5% | $3,514+105.2% |
| Admin fee / account holder | $14 | $569-97.6% | $10,261-99.9% | $847-98.4% |