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.
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 | $23,063 | $52,953-56.4% | $172,739-86.6% | $65,185-64.6% |
| Participation rate | 36.2% | 66.2%-30.0pp | 82.6%-46.5pp | 70.2%-34.0pp |
| Annual return | 18.27% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.1pp |
| Employer contribution / active EE | $903 | $2,190-58.8% | $5,143-82.4% | $2,177-58.5% |
| Participant deferral / active EE | $759 | $2,471-69.3% | $5,198-85.4% | $3,514-78.4% |
| Admin fee / account holder | $179 | $472-62.0% | $13,954-98.7% | $847-78.8% |