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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,520 | $42,546+21.1% | $71,796-28.2% | $55,167-6.6% |
| Participation rate | 59.4% | 59.1%+0.3pp | 69.1%-9.7pp | 69.0%-9.5pp |
| Annual return | 5.70% | 12.36%-6.7pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $682 | $803-15.1% | $1,924-64.5% | $1,963-65.2% |
| Participant deferral / active EE | $2,182 | $2,064+5.7% | $2,794-21.9% | $3,054-28.5% |
| Admin fee / account holder | $45 | $650-93.1% | $4,815-99.1% | $504-91.1% |