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 8-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 13-3689044 | Recordkeeping | $37,979 |
Service code 27 · EIN 84-5016689 | Advisory (Plan) | $20,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,407 | $54,121-58.6% | $134,143-83.3% | $73,409-69.5% |
| Participation rate | 47.1% | 64.4%-17.2pp | 72.2%-25.0pp | 72.2%-25.0pp |
| Annual return | 12.92% | -312.52%+325.4pp | 36.33%-23.4pp | 59.29%-46.4pp |
| Employer contribution / active EE | $556 | $1,402-60.4% | $3,704-85.0% | $2,234-75.1% |
| Participant deferral / active EE | $1,393 | $2,844-51.0% | $3,499-60.2% | $3,805-63.4% |
| Admin fee / account holder | $200 | $132+51.1% | $6,684-97.0% | $158+26.7% |