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 64 · EIN 71-0294708 | Recordkeeping Fees | $49,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,638 | $82,917-35.3% | $103,333-48.1% | $77,643-30.9% |
| Participation rate | 39.8% | 71.6%-31.7pp | 74.5%-34.7pp | 70.6%-30.7pp |
| Annual return | 17.78% | 19.13%-1.4pp | 24.88%-7.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $760 | $3,552-78.6% | $3,868-80.3% | $2,726-72.1% |
| Participant deferral / active EE | $2,075 | $4,108-49.5% | $5,057-59.0% | $4,647-55.4% |
| Admin fee / account holder | $235 | $638-63.1% | $8,355-97.2% | $430-45.3% |