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 13-3646501 | Recordkeeping | $796 |
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).
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 | $78,426 | $38,365+104.4% | $84,611-7.3% | $65,185+20.3% |
| Participation rate | 48.8% | 55.7%-6.9pp | 68.2%-19.5pp | 70.2%-21.4pp |
| Annual return | 21.67% | 32.00%-10.3pp | 258.74%-237.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,176 | $1,258+72.9% | $2,652-18.0% | $2,1770% |
| Participant deferral / active EE | $3,572 | $2,278+56.8% | $3,899-8.4% | $3,514+1.6% |
| Admin fee / account holder | $28 | $451-93.8% | $4,912-99.4% | $847-96.7% |