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 71-0294708 | Recordkeeping Fees | $22,128 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,980 | $80,724+87.0% | $103,333+46.1% | $74,495+102.7% |
| Participation rate | 53.7% | 65.7%-12.0pp | 74.5%-20.8pp | 67.2%-13.5pp |
| Annual return | 14.59% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $495 | $3,157-84.3% | $3,868-87.2% | $2,623-81.1% |
| Participant deferral / active EE | $6,000 | $3,860+55.4% | $5,057+18.6% | $4,346+38.1% |
| Admin fee / account holder | $249 | $2,368-89.5% | $8,355-97.0% | $1,942-87.2% |