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 6-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 | $215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $18,392 | $136,307-86.5% | $177,821-89.7% | $73,488-75.0% |
| Participation rate | 62.2% | 86.1%-23.9pp | 87.7%-25.5pp | 70.7%-8.5pp |
| Annual return | 65.16% | 18.68%+46.5pp | 48.32%+16.8pp | 28.51%+36.7pp |
| Employer contribution / active EE | $1,371 | $3,712-63.1% | $5,918-76.8% | $2,270-39.6% |
| Participant deferral / active EE | $3,538 | $5,829-39.3% | $7,714-54.1% | $3,740-5.4% |
| Admin fee / account holder | $186 | $596-68.7% | $12,427-98.5% | $513-63.7% |