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 48-1205033 | Recordkeeping | $10,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,516 | $51,197-75.6% | $82,719-84.9% | $66,914-81.3% |
| Participation rate | 68.5% | 67.8%+0.7pp | 72.6%-4.0pp | 69.8%-1.3pp |
| Annual return | -15.20% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $877 | $2,611-66.4% | $3,009-70.8% | $2,544-65.5% |
| Participant deferral / active EE | $1,297 | $3,458-62.5% | $4,395-70.5% | $4,237-69.4% |
| Admin fee / account holder | $119 | $416-71.3% | $5,329-97.8% | $593-79.9% |