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 01-0233346 | Recordkeeping | $0 |
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 | $1,193 | $36,916-96.8% | $156,549-99.2% | $57,658-97.9% |
| Participation rate | 72.6% | 63.4%+9.1pp | 84.0%-11.5pp | 70.2%+2.3pp |
| Annual return | 11.06% | 12.38%-1.3pp | 32.23%-21.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $663 | $1,926-65.6% | $4,871-86.4% | $3,061-78.3% |
| Admin fee / account holder | $8 | $82-90.2% | $13,027-99.9% | $95-91.4% |