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 7-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 | $50,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,393 | $53,199-65.4% | $155,567-88.2% | $199,768-90.8% |
| Participation rate | 4.4% | 64.1%-59.8pp | 78.2%-73.8pp | 72.0%-67.7pp |
| Annual return | 38.39% | 41.17%-2.8pp | 64.74%-26.3pp | 34.26%+4.1pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $238 | $3,163-92.5% | $5,628-95.8% | $5,090-95.3% |
| Admin fee / account holder | $170 | $186-8.6% | $15,916-98.9% | $269-37.0% |