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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 · EIN 85-0833363 | Recordkeeping | $2,025 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 27 · EIN 87-1363769 | Advisory (Plan) | $1,801 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,043 | $96,486-59.5% | $153,432-74.6% | $77,671-49.7% |
| Participation rate | 25.2% | 81.6%-56.4pp | 77.1%-51.8pp | 70.6%-45.4pp |
| Annual return | 14.22% | 14.44%-0.2pp | 15.66%-1.4pp | 31.21%-17.0pp |
| Employer contribution / active EE | $628 | $5,224-88.0% | $5,038-87.5% | $2,726-76.9% |
| Participant deferral / active EE | $1,806 | $6,609-72.7% | $6,757-73.3% | $4,648-61.1% |
| Admin fee / account holder | $112 | $182-38.4% | $12,725-99.1% | $430-73.9% |