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 | $1,165 |
Employer contribution per participant 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 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 | $12,290 | $42,548-71.1% | $74,550-83.5% | $56,287-78.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -4.85% | 12.40%-17.2pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $173 | $855-79.8% | $1,961-91.2% | $2,111-91.8% |
| Participant deferral / active EE | $1,331 | $2,277-41.5% | $3,108-57.2% | $3,350-60.3% |
| Admin fee / account holder | $171 | $467-63.4% | $5,060-96.6% | $521-67.2% |