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 13-3689044 | Recordkeeping | $3,044 |
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 | $72,360 | $71,192+1.6% | $117,854-38.6% | $62,292+16.2% |
| Participation rate | 40.6% | 74.2%-33.7pp | 79.7%-39.1pp | 69.5%-28.9pp |
| Annual return | 19.91% | 18.66%+1.3pp | 335.08%-315.2pp | 28.90%-9.0pp |
| Employer contribution / active EE | $819 | $1,934-57.7% | $3,786-78.4% | $2,042-59.9% |
| Participant deferral / active EE | $2,266 | $3,189-29.0% | $4,482-49.5% | $3,169-28.5% |
| Admin fee / account holder | $54 | $587-90.8% | $8,020-99.3% | $479-88.8% |