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 35-0145825 | Recordkeeping | $19,618 |
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.
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 | $37,894 | $55,453-31.7% | $170,442-77.8% | $62,292-39.2% |
| Participation rate | 30.3% | 66.4%-36.1pp | 83.6%-53.3pp | 69.5%-39.2pp |
| Annual return | 13.46% | 21.38%-7.9pp | 205.93%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $917 | $2,303-60.2% | $4,939-81.4% | $3,169-71.1% |
| Admin fee / account holder | $54 | $455-88.0% | $13,880-99.6% | $479-88.6% |