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 | $150 |
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 | $21,946 | $42,546-48.4% | $71,796-69.4% | $55,167-60.2% |
| Participation rate | 37.4% | 59.1%-21.7pp | 69.1%-31.7pp | 69.0%-31.6pp |
| Annual return | 11.28% | 12.36%-1.1pp | 78.04%-66.8pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,367 | $803+70.2% | $1,924-29.0% | $1,963-30.3% |
| Participant deferral / active EE | $3,001 | $2,064+45.4% | $2,794+7.4% | $3,054-1.7% |
| Admin fee / account holder | $2 | $650-99.7% | $4,815-100.0% | $504-99.6% |