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 | $26,004 |
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 | $44,520 | $52,293-14.9% | $178,490-75.1% | $73,409-39.4% |
| Participation rate | 35.6% | 65.3%-29.7pp | 81.9%-46.3pp | 72.2%-36.6pp |
| Annual return | 15.97% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $700 | $1,735-59.6% | $5,011-86.0% | $2,234-68.6% |
| Participant deferral / active EE | $1,420 | $2,332-39.1% | $5,202-72.7% | $3,805-62.7% |
| Admin fee / account holder | $178 | $127+39.9% | $13,984-98.7% | $158+12.8% |