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 01-0233346 | Recordkeeping | $437 |
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 | $10,919 | $27,641-60.5% | $61,373-82.2% | $68,494-84.1% |
| Participation rate | 35.2% | 39.5%-4.3pp | 52.6%-17.3pp | 67.9%-32.7pp |
| Annual return | -17.38% | -13.24%-4.1pp | 338.61%-356.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $518 | $695-25.5% | $1,159-55.3% | $2,596-80.1% |
| Participant deferral / active EE | $1,103 | $1,263-12.7% | $2,125-48.1% | $4,027-72.6% |
| Admin fee / account holder | $198 | $2,010-90.2% | $2,130-90.7% | $5,403-96.3% |