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 | $170 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,807 | $65,435-19.3% | $86,677-39.1% | $66,914-21.1% |
| Participation rate | 60.9% | 75.5%-14.6pp | 76.6%-15.7pp | 69.8%-8.9pp |
| Annual return | -16.12% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,164 | $2,153+0.5% | $2,836-23.7% | $2,544-14.9% |
| Participant deferral / active EE | $3,949 | $4,100-3.7% | $4,656-15.2% | $4,237-6.8% |
| Admin fee / account holder | $19 | $642-97.0% | $7,493-99.7% | $593-96.8% |