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 39-6040276 | Recordkeeping Fees | $800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,029 | $86,655-80.3% | $119,609-85.8% | $66,914-74.6% |
| Participation rate | 84.0% | 75.6%+8.4pp | 79.3%+4.7pp | 69.8%+14.2pp |
| Annual return | -14.38% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,631 | $2,536-35.7% | $4,232-61.5% | $2,544-35.9% |
| Participant deferral / active EE | $2,810 | $4,358-35.5% | $5,602-49.8% | $4,237-33.7% |
| Admin fee / account holder | $12 | $755-98.5% | $10,323-99.9% | $593-98.1% |