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 01-0233346 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,459 | $58,726-70.3% | $92,233-81.1% | $62,292-72.0% |
| Participation rate | 28.7% | 68.3%-39.6pp | 76.5%-47.8pp | 69.5%-40.8pp |
| Annual return | 18.94% | 43.62%-24.7pp | 176.28%-157.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $794 | $2,392-66.8% | $3,679-78.4% | $2,042-61.1% |
| Participant deferral / active EE | $1,815 | $2,766-34.4% | $3,897-53.4% | $3,169-42.7% |
| Admin fee / account holder | $235 | $556-57.8% | $5,194-95.5% | $479-51.1% |