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 7-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 01-0233346 | Recordkeeping | $257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,569 | $89,652-77.1% | $141,162-85.4% | $65,185-68.4% |
| Participation rate | 21.7% | 74.7%-53.0pp | 82.5%-60.7pp | 70.2%-48.5pp |
| Annual return | 33.60% | 32.79%+0.8pp | 71.39%-37.8pp | 29.38%+4.2pp |
| Employer contribution / active EE | $793 | $3,065-74.1% | $4,735-83.3% | $2,177-63.6% |
| Participant deferral / active EE | $1,350 | $5,691-76.3% | $6,709-79.9% | $3,514-61.6% |
| Admin fee / account holder | $12 | $569-97.9% | $10,261-99.9% | $847-98.6% |