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 73-1577418 | Recordkeeping | $3,374 |
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 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 | $72,360 | $81,474-11.2% | $133,956-46.0% | $73,488-1.5% |
| Participation rate | 64.4% | 76.4%-11.9pp | 79.8%-15.4pp | 70.7%-6.2pp |
| Annual return | 17.50% | 19.40%-1.9pp | 45.09%-27.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $325 | $2,209-85.3% | $3,919-91.7% | $2,270-85.7% |
| Participant deferral / active EE | $2,190 | $3,786-42.2% | $5,048-56.6% | $3,740-41.4% |
| Admin fee / account holder | $31 | $713-95.7% | $8,927-99.7% | $513-94.0% |