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 | $6,483 | $81,537-92.0% | $149,718-95.7% | $69,631-90.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 26.96% | 22.79%+4.2pp | 1501.63%-1474.7pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $1,206 | $3,239-62.8% | $5,445-77.9% | $2,032-40.7% |
| Participant deferral / active EE | $1,375 | $4,994-72.5% | $6,569-79.1% | $3,224-57.4% |
| Admin fee / account holder | $4 | $107-95.9% | $11,283-100.0% | $110-96.0% |