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 15 · EIN 35-0145825 | Recordkeeping | $121,852 |
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 | $55,717 | $56,152-0.8% | $185,823-70.0% | $73,409-24.1% |
| Participation rate | 50.3% | 67.6%-17.3pp | 78.0%-27.7pp | 72.2%-21.9pp |
| Annual return | 21.38% | 17.59%+3.8pp | 35.95%-14.6pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1,033 | $1,532-32.6% | $4,087-74.7% | $2,234-53.8% |
| Participant deferral / active EE | $2,887 | $3,659-21.1% | $5,632-48.7% | $3,805-24.1% |
| Admin fee / account holder | $0 | $132-99.8% | $9,500-100.0% | $158-99.8% |