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 12 · EIN 16-1065416 | Contract Administrator; Recordkeeping... | $6,486 |
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 | $10,320 | $39,245-73.7% | $64,105-83.9% | $52,331-80.3% |
| Participation rate | 92.3% | 58.2%+34.1pp | 68.2%+24.1pp | 68.1%+24.2pp |
| Annual return | -0.58% | 14.79%-15.4pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $930 | $736+26.3% | $1,820-48.9% | $1,882-50.6% |
| Participant deferral / active EE | $2,040 | $1,992+2.5% | $2,822-27.7% | $3,022-32.5% |
| Admin fee / account holder | $39 | $592-93.5% | $4,499-99.1% | $592-93.5% |