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 | $18,896 |
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 | $40,827 | $62,928-35.1% | $172,739-76.4% | $67,579-39.6% |
| Participation rate | 38.9% | 64.5%-25.6pp | 82.6%-43.8pp | 71.3%-32.4pp |
| Annual return | 27.52% | 30.36%-2.8pp | 802.84%-775.3pp | 378.56%-351.0pp |
| Employer contribution / active EE | $671 | $1,636-59.0% | $5,143-87.0% | $2,148-68.8% |
| Participant deferral / active EE | $1,358 | $2,145-36.7% | $5,198-73.9% | $3,539-61.6% |
| Admin fee / account holder | $132 | $167-20.7% | $13,954-99.1% | $142-7.1% |