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 10-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 | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,057 | $39,245-13.2% | $64,105-46.9% | $52,331-34.9% |
| Participation rate | 65.8% | 58.2%+7.6pp | 68.2%-2.3pp | 68.1%-2.3pp |
| Annual return | -2.10% | 14.79%-16.9pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $909 | $736+23.4% | $1,820-50.1% | $1,882-51.7% |
| Participant deferral / active EE | $2,926 | $1,992+46.9% | $2,822+3.7% | $3,022-3.2% |
| Admin fee / account holder | $161 | $592-72.9% | $4,499-96.4% | $592-72.8% |