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 15 · EIN 01-0233346 | Recordkeeping | $75 |
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 | $16,805 | $54,368-69.1% | $117,039-85.6% | $62,292-73.0% |
| Participation rate | 75.9% | 64.9%+10.9pp | 77.2%-1.3pp | 69.5%+6.3pp |
| Annual return | 0.00% | 21.77%-21.8pp | 18.95%-18.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,461 | $1,692-13.7% | $3,785-61.4% | $2,042-28.5% |
| Participant deferral / active EE | $2,430 | $2,269+7.1% | $3,929-38.1% | $3,169-23.3% |
| Admin fee / account holder | $25 | $493-95.0% | $5,974-99.6% | $479-94.9% |