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 35-0145825 | Recordkeeping | $3,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,424 | $46,173-66.6% | $170,442-91.0% | $69,631-77.8% |
| Participation rate | 15.8% | 63.9%-48.1pp | 83.6%-67.8pp | 70.7%-54.9pp |
| Annual return | 15.04% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $389 | $2,080-81.3% | $4,939-92.1% | $3,224-87.9% |
| Admin fee / account holder | $54 | $116-53.5% | $13,880-99.6% | $110-51.1% |