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 13-3689044 | Recordkeeping | $7,456 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,303 | $30,086-55.8% | $61,373-78.3% | $64,808-79.5% |
| Participation rate | 31.8% | 36.4%-4.5pp | 52.6%-20.8pp | 71.5%-39.6pp |
| Annual return | -17.94% | -13.99%-3.9pp | 338.61%-356.5pp | 32.82%-50.8pp |
| Employer contribution / active EE | $589 | $536+9.8% | $1,159-49.2% | $2,506-76.5% |
| Participant deferral / active EE | $1,028 | $1,126-8.7% | $2,125-51.6% | $4,310-76.1% |
| Admin fee / account holder | $97 | $148-34.4% | $2,130-95.4% | $188-48.3% |