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 | $9,637 |
Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $5,302 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,543 | $26,114-32.8% | $58,482-70.0% | $74,419-76.4% |
| Participation rate | 23.9% | 32.1%-8.3pp | 50.9%-27.0pp | 70.7%-46.9pp |
| Annual return | 19.73% | 32.51%-12.8pp | 4239.32%-4219.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $563 | $536+5.1% | $1,053-46.6% | $2,637-78.7% |
| Participant deferral / active EE | $969 | $1,075-9.8% | $1,924-49.6% | $4,528-78.6% |
| Admin fee / account holder | $130 | $649-79.9% | $2,516-94.8% | $348-62.5% |