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 | $1,835 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,152 | $84,487-43.0% | $125,339-61.6% | $66,914-28.0% |
| Participation rate | 40.5% | 76.4%-35.9pp | 82.4%-41.9pp | 69.8%-29.3pp |
| Annual return | -16.80% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,154 | $3,553-67.5% | $4,814-76.0% | $2,544-54.6% |
| Participant deferral / active EE | $2,369 | $6,781-65.1% | $7,446-68.2% | $4,237-44.1% |
| Admin fee / account holder | $37 | $685-94.5% | $10,010-99.6% | $593-93.7% |