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 | $5,137 |
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 | $14,923 | $47,126-68.3% | $149,673-90.0% | $74,419-79.9% |
| Participation rate | 33.0% | 63.4%-30.4pp | 78.8%-45.8pp | 70.7%-37.7pp |
| Annual return | 13.49% | 22.75%-9.3pp | 134.42%-120.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $476 | $1,905-75.0% | $4,818-90.1% | $2,637-82.0% |
| Participant deferral / active EE | $588 | $2,728-78.4% | $5,680-89.6% | $4,528-87.0% |
| Admin fee / account holder | $227 | $343-33.8% | $13,210-98.3% | $348-34.8% |