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 | $9,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,241 | $46,732-37.4% | $156,549-81.3% | $55,167-47.0% |
| Participation rate | 28.3% | 65.8%-37.5pp | 84.0%-55.7pp | 69.0%-40.7pp |
| Annual return | 4.74% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $291 | $2,105-86.2% | $5,501-94.7% | $1,963-85.2% |
| Participant deferral / active EE | $528 | $2,204-76.0% | $4,871-89.2% | $3,054-82.7% |
| Admin fee / account holder | $1 | $418-99.7% | $13,027-100.0% | $504-99.7% |