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 |
|---|---|---|
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY, LLP Service code 10 · EIN 22-1732349 | Accounting | $38,313 |
MORNINGSTAR2 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,447 | $65,365-87.1% | $92,893-90.9% | $72,985-88.4% |
| Participation rate | 53.8% | 68.3%-14.5pp | 76.0%-22.2pp | 69.5%-15.6pp |
| Annual return | 21.46% | 42.10%-20.6pp | 109.41%-88.0pp | 81.00%-59.5pp |
| Employer contribution / active EE | $697 | $2,594-73.1% | $3,653-80.9% | $2,440-71.4% |
| Participant deferral / active EE | $2,487 | $3,128-20.5% | $4,236-41.3% | $3,607-31.0% |
| Admin fee / account holder | $185 | $4,251-95.6% | $5,794-96.8% | $5,124-96.4% |