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 7-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 35-0145825 | Recordkeeping | $14,540 |
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 | $17,899 | $52,953-66.2% | $172,739-89.6% | $65,185-72.5% |
| Participation rate | 59.9% | 66.2%-6.3pp | 82.6%-22.7pp | 70.2%-10.3pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $293 | $2,190-86.6% | $5,143-94.3% | $2,177-86.5% |
| Participant deferral / active EE | $1,561 | $2,471-36.8% | $5,198-70.0% | $3,514-55.6% |
| Admin fee / account holder | $58 | $472-87.7% | $13,954-99.6% | $847-93.2% |