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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
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 | $6,554 | $37,117-82.3% | $147,614-95.6% | $55,191-88.1% |
| Participation rate | 30.1% | 63.6%-33.5pp | 84.6%-54.5pp | 69.2%-39.0pp |
| Annual return | 27.22% | 3.44%+23.8pp | 61.98%-34.8pp | 10.78%+16.4pp |
| Employer contribution / active EE | $216 | $1,620-86.7% | $5,564-96.1% | $1,899-88.6% |
| Participant deferral / active EE | $669 | $1,985-66.3% | $4,895-86.3% | $3,046-78.0% |
| Admin fee / account holder | $6 | $86-92.9% | $11,611-99.9% | $91-93.3% |