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 35-0145825 | Recordkeeping | $40,384 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,037 | $57,739-63.6% | $112,229-81.3% | $74,419-71.7% |
| Participation rate | 56.2% | 55.6%+0.6pp | 72.4%-16.2pp | 70.7%-14.5pp |
| Annual return | 20.58% | 19.52%+1.1pp | 30.20%-9.6pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,254 | $1,675-25.1% | $3,430-63.4% | $2,637-52.4% |
| Participant deferral / active EE | $1,720 | $2,891-40.5% | $4,798-64.2% | $4,528-62.0% |
| Admin fee / account holder | $16 | $462-96.6% | $7,748-99.8% | $348-95.5% |