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 | $0 |
Participant 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 | $3,667 | $71,802-94.9% | $133,980-97.3% | $57,658-93.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 40.75% | 13.51%+27.2pp | 29.30%+11.5pp | 5.13%+35.6pp |
| Employer contribution / active EE | $1,238 | $3,161-60.9% | $5,211-76.3% | $1,974-37.3% |
| Participant deferral / active EE | $1,422 | $4,606-69.1% | $6,282-77.4% | $3,061-53.5% |
| Admin fee / account holder | $1 | $88-98.9% | $9,324-100.0% | $95-99.0% |