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 13-3646501 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,995 | $71,192+8.2% | $117,854-34.7% | $62,292+23.6% |
| Participation rate | 63.0% | 74.2%-11.2pp | 79.7%-16.7pp | 69.5%-6.5pp |
| Annual return | 12.87% | 18.66%-5.8pp | 335.08%-322.2pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,975 | $1,934+2.1% | $3,786-47.8% | $2,042-3.3% |
| Participant deferral / active EE | $4,588 | $3,189+43.9% | $4,482+2.4% | $3,169+44.8% |
| Admin fee / account holder | $30 | $587-94.9% | $8,020-99.6% | $479-93.7% |