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 | $6,623 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,483 | $92,971-78.0% | $96,683-78.8% | $74,419-72.5% |
| Participation rate | 48.2% | 71.5%-23.3pp | 74.3%-26.1pp | 70.7%-22.5pp |
| Annual return | 15.68% | 37.49%-21.8pp | 35.69%-20.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,315 | $3,426-61.6% | $3,737-64.8% | $2,637-50.1% |
| Participant deferral / active EE | $2,191 | $3,970-44.8% | $4,878-55.1% | $4,528-51.6% |
| Admin fee / account holder | $171 | $633-73.0% | $6,730-97.5% | $348-50.9% |