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 3-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 16-1503696 | Recordkeeping | $4,815 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,854 | $77,634-44.8% | $156,549-72.6% | $62,891-31.9% |
| Participation rate | 23.5% | 71.2%-47.7pp | 84.0%-60.5pp | 69.3%-45.8pp |
| Annual return | 3.62% | 50.32%-46.7pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,223 | $3,045-59.8% | $4,871-74.9% | $3,203-61.8% |
| Admin fee / account holder | $142 | $5,561-97.5% | $13,027-98.9% | $4,296-96.7% |