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 | $296 |
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 | $43,417 | $75,183-42.3% | $123,892-65.0% | $55,167-21.3% |
| Participation rate | 30.3% | 72.8%-42.5pp | 81.4%-51.1pp | 69.0%-38.7pp |
| Annual return | 8.11% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $989 | $2,823-65.0% | $4,617-78.6% | $1,963-49.6% |
| Participant deferral / active EE | $1,894 | $5,084-62.8% | $5,984-68.4% | $3,054-38.0% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.1% |