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 15 · EIN 16-1503696 | Recordkeeping | $48,046 |
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 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 | $31,626 | $69,231-54.3% | $91,989-65.6% | $67,579-53.2% |
| Participation rate | 49.5% | 78.9%-29.4pp | 78.6%-29.1pp | 71.3%-21.8pp |
| Annual return | 26.04% | 32.03%-6.0pp | 69.02%-43.0pp | 378.56%-352.5pp |
| Employer contribution / active EE | $1,334 | $2,284-41.6% | $3,452-61.4% | $2,148-37.9% |
| Participant deferral / active EE | $2,335 | $5,854-60.1% | $5,923-60.6% | $3,539-34.0% |
| Admin fee / account holder | $226 | $107+110.0% | $7,743-97.1% | $142+58.5% |