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 | $164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,235 | $48,335-91.2% | $121,098-96.5% | $71,457-94.1% |
| Participation rate | 65.8% | 54.3%+11.6pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | 13.50% | 23.32%-9.8pp | 985.75%-972.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $607 | $1,489-59.2% | $4,164-85.4% | $2,588-76.5% |
| Participant deferral / active EE | $1,077 | $2,754-60.9% | $4,080-73.6% | $4,289-74.9% |
| Admin fee / account holder | $12 | $1,841-99.3% | $5,644-99.8% | $1,587-99.2% |