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 12 · EIN 48-1205033 | Recordkeeping fees; Float revenue; Cl... | $2,820 |
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).
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 | $23,711 | $69,305-65.8% | $82,313-71.2% | $69,631-65.9% |
| Participation rate | 62.2% | 80.3%-18.1pp | 76.9%-14.7pp | 70.7%-8.5pp |
| Annual return | 26.01% | 21.47%+4.5pp | 25.88%+0.1pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $583 | $1,887-69.1% | $2,428-76.0% | $2,032-71.3% |
| Participant deferral / active EE | $1,784 | $3,568-50.0% | $3,706-51.9% | $3,224-44.7% |
| Admin fee / account holder | $9 | $97-90.8% | $5,608-99.8% | $110-91.9% |