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 01-0233346 | Recordkeeping | $5,296 |
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 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 | $24,831 | $89,652-72.3% | $141,162-82.4% | $65,185-61.9% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.5%-13.0pp | 70.2%-0.7pp |
| Annual return | 25.96% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $2,131 | $3,065-30.5% | $4,735-55.0% | $2,177-2.1% |
| Participant deferral / active EE | $4,141 | $5,691-27.2% | $6,709-38.3% | $3,514+17.9% |
| Admin fee / account holder | $73 | $569-87.2% | $10,261-99.3% | $847-91.4% |