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 35-0145825 | Recordkeeping | $4,396 |
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 | $48,126 | $38,365+25.4% | $84,611-43.1% | $65,185-26.2% |
| Participation rate | 53.8% | 55.7%-1.9pp | 68.2%-14.4pp | 70.2%-16.4pp |
| Annual return | 19.48% | 32.00%-12.5pp | 258.74%-239.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,589 | $1,258+26.3% | $2,652-40.1% | $2,177-27.0% |
| Participant deferral / active EE | $2,190 | $2,278-3.9% | $3,899-43.8% | $3,514-37.7% |
| Admin fee / account holder | $8 | $451-98.2% | $4,912-99.8% | $847-99.1% |