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 64 · EIN 39-6040276 | Recordkeeping Fees | $7,097 |
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).
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 | $41,532 | $42,548-2.4% | $74,550-44.3% | $56,287-26.2% |
| Participation rate | 42.2% | 60.5%-18.3pp | 69.1%-26.9pp | 69.9%-27.7pp |
| Annual return | -3.25% | 12.40%-15.7pp | 32.53%-35.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $116 | $855-86.5% | $1,961-94.1% | $2,111-94.5% |
| Participant deferral / active EE | $1,583 | $2,277-30.5% | $3,108-49.1% | $3,350-52.7% |
| Admin fee / account holder | $79 | $467-83.1% | $5,060-98.4% | $521-84.9% |