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 | $3,499 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,309 | $46,292-71.2% | $143,757-90.7% | $64,808-79.5% |
| Participation rate | 33.5% | 64.2%-30.7pp | 80.3%-46.8pp | 71.5%-38.0pp |
| Annual return | -16.64% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $530 | $1,910-72.3% | $4,951-89.3% | $2,506-78.9% |
| Participant deferral / active EE | $657 | $2,646-75.2% | $5,637-88.3% | $4,310-84.8% |
| Admin fee / account holder | $231 | $154+50.0% | $14,673-98.4% | $188+22.8% |