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 9-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 | $1,475 |
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 | $27,010 | $46,292-41.7% | $143,757-81.2% | $64,808-58.3% |
| Participation rate | 57.8% | 64.2%-6.4pp | 80.3%-22.5pp | 71.5%-13.7pp |
| Annual return | -7.03% | -10.05%+3.0pp | -0.04%-7.0pp | 32.82%-39.8pp |
| Employer contribution / active EE | $1,696 | $1,910-11.2% | $4,951-65.7% | $2,506-32.3% |
| Participant deferral / active EE | $3,557 | $2,646+34.5% | $5,637-36.9% | $4,310-17.5% |
| Admin fee / account holder | $179 | $154+16.4% | $14,673-98.8% | $188-4.7% |