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 8-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 71-0294708 | Recordkeeping Fees | $500 |
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 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 | $30,581 | $45,324-32.5% | $122,332-75.0% | $69,631-56.1% |
| Participation rate | 51.9% | 59.9%-8.0pp | 71.6%-19.7pp | 70.7%-18.8pp |
| Annual return | 74.69% | 25.35%+49.3pp | 30.27%+44.4pp | 27571.02%-27496.3pp |
| Employer contribution / active EE | $260 | $1,230-78.9% | $4,050-93.6% | $2,032-87.2% |
| Participant deferral / active EE | $1,425 | $2,367-39.8% | $3,287-56.7% | $3,224-55.8% |
| Admin fee / account holder | $3 | $87-97.1% | $5,478-100.0% | $110-97.7% |