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 | $21,718 |
FINANXIAL, CORP.7+ years Service code 16 · EIN 66-0591759 | Consulting | $1,481 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,439 | $59,417-62.2% | $93,606-76.0% | $74,495-69.9% |
| Participation rate | 76.4% | 59.7%+16.8pp | 68.7%+7.7pp | 67.2%+9.2pp |
| Annual return | 9.77% | 81.83%-72.1pp | 133.20%-123.4pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $908 | $1,264-28.1% | $2,420-62.5% | $2,623-65.4% |
| Participant deferral / active EE | $2,115 | $3,050-30.7% | $4,411-52.1% | $4,346-51.3% |
| Admin fee / account holder | $96 | $3,021-96.8% | $8,285-98.8% | $1,942-95.0% |