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 | $3,507 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,423 | $40,174+75.3% | $84,015-16.2% | $67,579+4.2% |
| Participation rate | 45.5% | 62.7%-17.2pp | 69.0%-23.6pp | 71.3%-25.8pp |
| Annual return | 22.67% | 25.82%-3.1pp | 71.31%-48.6pp | 378.56%-355.9pp |
| Employer contribution / active EE | $611 | $808-24.4% | $1,983-69.2% | $2,148-71.6% |
| Participant deferral / active EE | $2,344 | $2,301+1.9% | $3,239-27.6% | $3,539-33.8% |
| Admin fee / account holder | $21 | $128-83.5% | $6,101-99.7% | $142-85.2% |