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 01-0233346 | Recordkeeping | $275 |
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.
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 | $28,550 | $41,078-30.5% | $80,569-64.6% | $71,457-60.0% |
| Participation rate | 40.8% | 50.2%-9.4pp | 67.0%-26.2pp | 67.9%-27.1pp |
| Annual return | 12.30% | 38.45%-26.1pp | 935.43%-923.1pp | 28.85%-16.5pp |
| Employer contribution / active EE | $230 | $1,506-84.7% | $2,723-91.5% | $2,588-91.1% |
| Participant deferral / active EE | $1,461 | $2,699-45.9% | $4,447-67.1% | $4,289-65.9% |
| Admin fee / account holder | $17 | $1,840-99.1% | $5,377-99.7% | $1,587-98.9% |