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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,172 | $79,171-18.9% | $102,423-37.3% | $74,495-13.9% |
| Participation rate | 65.5% | 74.8%-9.3pp | 76.5%-11.0pp | 67.2%-1.7pp |
| Annual return | 17.13% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $621 | $2,362-73.7% | $3,023-79.5% | $2,623-76.3% |
| Participant deferral / active EE | $3,402 | $4,415-22.9% | $5,053-32.7% | $4,346-21.7% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,451-99.9% | $1,942-99.6% |