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 64 · EIN 04-2647786 | Recordkeeping Fees | $13,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $151,218 | $63,114+139.6% | $92,893+62.8% | $65,185+132.0% |
| Participation rate | 47.3% | 68.8%-21.5pp | 76.0%-28.7pp | 70.2%-22.9pp |
| Annual return | 21.45% | 28.75%-7.3pp | 109.41%-88.0pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,277 | $2,571-50.3% | $3,653-65.0% | $2,177-41.3% |
| Participant deferral / active EE | $3,492 | $3,108+12.4% | $4,236-17.6% | $3,514-0.6% |
| Admin fee / account holder | $206 | $624-67.0% | $5,794-96.4% | $847-75.7% |