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 27 · EIN 47-1411118 | Advisory (Plan) | $7,333 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,028 |
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 | $13,914 | $46,292-69.9% | $143,757-90.3% | $64,808-78.5% |
| Participation rate | 25.6% | 64.2%-38.6pp | 80.3%-54.7pp | 71.5%-45.9pp |
| Annual return | -3.51% | -10.05%+6.5pp | -0.04%-3.5pp | 32.82%-36.3pp |
| Employer contribution / active EE | $614 | $1,910-67.9% | $4,951-87.6% | $2,506-75.5% |
| Participant deferral / active EE | $1,286 | $2,646-51.4% | $5,637-77.2% | $4,310-70.2% |
| Admin fee / account holder | $206 | $154+33.7% | $14,673-98.6% | $188+9.5% |