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 | $4,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,894 | $42,810-27.8% | $169,463-81.8% | $55,725-44.6% |
| Participation rate | 57.5% | 64.7%-7.2pp | 77.8%-20.3pp | 70.9%-13.4pp |
| Annual return | -5.66% | -3.61%-2.1pp | 1.83%-7.5pp | 244.93%-250.6pp |
| Employer contribution / active EE | $97 | $1,402-93.1% | $4,159-97.7% | $2,078-95.3% |
| Participant deferral / active EE | $4,145 | $3,141+31.9% | $5,277-21.5% | $3,356+23.5% |
| Admin fee / account holder | $74 | $106-30.7% | $9,109-99.2% | $115-35.9% |