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 | $889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $53,820 | $51,466+4.6% | $78,778-31.7% | $62,292-13.6% |
| Participation rate | 42.6% | 59.8%-17.2pp | 69.2%-26.6pp | 69.5%-26.9pp |
| Annual return | 10.68% | 19.96%-9.3pp | 35.62%-24.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $335 | $827-59.5% | $1,986-83.1% | $2,042-83.6% |
| Participant deferral / active EE | $1,980 | $2,147-7.8% | $2,958-33.1% | $3,169-37.5% |
| Admin fee / account holder | $23 | $489-95.2% | $5,134-99.5% | $479-95.1% |