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 9-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 | $2,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,689 | $56,485-68.7% | $185,823-90.5% | $86,799-79.6% |
| Participation rate | 30.1% | 65.5%-35.4pp | 81.7%-51.6pp | 72.3%-42.2pp |
| Annual return | 9.52% | 118.04%-108.5pp | 122.05%-112.5pp | 97.91%-88.4pp |
| Employer contribution / active EE | $471 | $1,843-74.4% | $5,167-90.9% | $2,405-80.4% |
| Participant deferral / active EE | $556 | $2,553-78.2% | $5,568-90.0% | $4,131-86.5% |
| Admin fee / account holder | $251 | $150+68.1% | $16,237-98.5% | $170+48.3% |