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 9-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 | $13,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $10,204 | $39,948-74.5% | $89,391-88.6% | $73,409-86.1% |
| Participation rate | 34.1% | 50.4%-16.4pp | 68.0%-33.9pp | 72.2%-38.1pp |
| Annual return | 9.70% | 50.12%-40.4pp | 245.62%-235.9pp | 59.29%-49.6pp |
| Employer contribution / active EE | $209 | $1,200-82.5% | $2,586-91.9% | $2,234-90.6% |
| Participant deferral / active EE | $545 | $2,193-75.1% | $3,890-86.0% | $3,805-85.7% |
| Admin fee / account holder | $63 | $134-53.3% | $4,881-98.7% | $158-60.3% |