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 52 · EIN 04-1590850 | Indirect Investment Fees | $20,260 |
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.
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 | $11,846 | $46,173-74.3% | $170,442-93.0% | $69,631-83.0% |
| Participation rate | 49.3% | 63.9%-14.6pp | 83.6%-34.3pp | 70.7%-21.4pp |
| Annual return | 19.29% | 21.62%-2.3pp | 205.93%-186.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $179 | $1,610-88.9% | $5,433-96.7% | $2,032-91.2% |
| Participant deferral / active EE | $895 | $2,080-57.0% | $4,939-81.9% | $3,224-72.2% |
| Admin fee / account holder | $95 | $116-18.0% | $13,880-99.3% | $110-13.9% |