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 52 · EIN 35-0145825 | Indirect Investment Fees | $83,658 |
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).
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 | $46,324 | $42,810+8.2% | $169,463-72.7% | $55,725-16.9% |
| Participation rate | 38.7% | 64.7%-26.0pp | 77.8%-39.1pp | 70.9%-32.2pp |
| Annual return | -4.02% | -3.61%-0.4pp | 1.83%-5.8pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,188 | $1,402-15.3% | $4,159-71.4% | $2,078-42.8% |
| Participant deferral / active EE | $2,119 | $3,141-32.5% | $5,277-59.8% | $3,356-36.9% |
| Admin fee / account holder | $0 | $106-100.0% | $9,109-100.0% | $115-100.0% |