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 | $425 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,569 | $58,879-54.9% | $178,490-85.1% | $73,488-63.8% |
| Participation rate | 35.0% | 66.2%-31.2pp | 81.9%-46.9pp | 70.7%-35.7pp |
| Annual return | 13.49% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $859 | $2,236-61.6% | $5,011-82.9% | $2,270-62.2% |
| Participant deferral / active EE | $811 | $2,567-68.4% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $214 | $400-46.5% | $13,984-98.5% | $513-58.3% |