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 01-0233346 | Recordkeeping | $4,484 |
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 | $59,024 | $108,549-45.6% | $156,263-62.2% | $85,563-31.0% |
| Participation rate | 47.5% | 77.1%-29.6pp | 78.9%-31.4pp | 66.0%-18.4pp |
| Annual return | 19.89% | 21.79%-1.9pp | 59.47%-39.6pp | 31.51%-11.6pp |
| Employer contribution / active EE | $1,368 | $2,690-49.1% | $4,333-68.4% | $2,654-48.4% |
| Participant deferral / active EE | $2,558 | $4,800-46.7% | $6,158-58.5% | $4,375-41.5% |
| Admin fee / account holder | $234 | $650-63.9% | $14,255-98.4% | $834-71.9% |