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 71-0294708 | Recordkeeping Fees | $1,000 |
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 | $44,503 | $42,546+4.6% | $71,796-38.0% | $55,167-19.3% |
| Participation rate | 41.0% | 59.1%-18.1pp | 69.1%-28.1pp | 69.0%-28.0pp |
| Annual return | 6.96% | 12.36%-5.4pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $240 | $803-70.2% | $1,924-87.5% | $1,963-87.8% |
| Participant deferral / active EE | $1,892 | $2,064-8.3% | $2,794-32.3% | $3,054-38.0% |
| Admin fee / account holder | $8 | $650-98.8% | $4,815-99.8% | $504-98.4% |