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 | $700 |
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 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 | $29,777 | $54,121-45.0% | $134,143-77.8% | $73,409-59.4% |
| Participation rate | 49.1% | 64.4%-15.2pp | 72.2%-23.0pp | 72.2%-23.0pp |
| Annual return | 15.01% | -312.52%+327.5pp | 36.33%-21.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $325 | $1,402-76.8% | $3,704-91.2% | $2,234-85.4% |
| Participant deferral / active EE | $1,845 | $2,844-35.1% | $3,499-47.3% | $3,805-51.5% |
| Admin fee / account holder | $3 | $132-98.0% | $6,684-100.0% | $158-98.3% |