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 | $30,794 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,425 | $47,126-18.5% | $149,673-74.3% | $74,419-48.4% |
| Participation rate | 37.5% | 63.4%-25.9pp | 78.8%-41.3pp | 70.7%-33.3pp |
| Annual return | 19.00% | 22.75%-3.8pp | 134.42%-115.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $657 | $1,905-65.5% | $4,818-86.4% | $2,637-75.1% |
| Participant deferral / active EE | $1,463 | $2,728-46.4% | $5,680-74.2% | $4,528-67.7% |
| Admin fee / account holder | $184 | $343-46.3% | $13,210-98.6% | $348-47.0% |