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 64 · EIN 39-6040276 | Recordkeeping Fees | $2,860 |
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 | $47,061 | $99,957-52.9% | $149,696-68.6% | $73,488-36.0% |
| Participation rate | 67.1% | 75.7%-8.6pp | 82.5%-15.4pp | 70.7%-3.6pp |
| Annual return | 14.39% | 53.87%-39.5pp | 276.60%-262.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,237 | $3,191-61.2% | $4,644-73.4% | $2,270-45.5% |
| Participant deferral / active EE | $3,508 | $6,073-42.2% | $6,842-48.7% | $3,740-6.2% |
| Admin fee / account holder | $35 | $551-93.7% | $9,309-99.6% | $513-93.2% |