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 3-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 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,064 | $56,638-96.4% | $169,368-98.8% | $74,419-97.2% |
| Participation rate | 58.1% | 67.5%-9.4pp | 77.1%-19.1pp | 70.7%-12.6pp |
| Annual return | 0.00% | 24.75%-24.8pp | 405.60%-405.6pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,437 | $4,223-66.0% | $6,221-76.9% | $4,528-68.3% |
| Admin fee / account holder | $20 | $307-93.5% | $9,003-99.8% | $348-94.2% |