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 | $200 |
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 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 | $18,641 | $47,977-61.1% | $154,107-87.9% | $56,287-66.9% |
| Participation rate | 31.3% | 66.2%-34.9pp | 83.0%-51.7pp | 69.9%-38.5pp |
| Annual return | -8.64% | 3.54%-12.2pp | 735.12%-743.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $684 | $2,169-68.4% | $5,298-87.1% | $2,111-67.6% |
| Participant deferral / active EE | $490 | $2,392-79.5% | $5,081-90.3% | $3,350-85.4% |
| Admin fee / account holder | $175 | $438-60.2% | $13,411-98.7% | $521-66.5% |