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 7-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 16-1503696 | Recordkeeping | $17,546 |
FINANXIAL, CORP.6+ years Service code 16 · EIN 66-0591759 | Consulting | $1,357 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,805 | $54,701-63.8% | $86,188-77.0% | $71,457-72.3% |
| Participation rate | 73.3% | 60.1%+13.2pp | 69.0%+4.4pp | 67.9%+5.4pp |
| Annual return | 11.91% | 20.06%-8.2pp | 1168.45%-1156.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $1,033 | $1,265-18.4% | $2,380-56.6% | $2,588-60.1% |
| Participant deferral / active EE | $2,696 | $3,108-13.3% | $3,985-32.3% | $4,289-37.1% |
| Admin fee / account holder | $81 | $1,922-95.8% | $6,852-98.8% | $1,587-94.9% |