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 64 · EIN 04-2647786 | Recordkeeping Fees | $12,088 |
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 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 | $71,280 | $50,385+41.5% | $75,670-5.8% | $62,292+14.4% |
| Participation rate | 64.2% | 67.7%-3.6pp | 72.3%-8.2pp | 69.5%-5.4pp |
| Annual return | 13.87% | 19.90%-6.0pp | 27.34%-13.5pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3,829 | $1,537+149.1% | $2,352+62.8% | $2,042+87.5% |
| Participant deferral / active EE | $1,886 | $2,445-22.9% | $3,142-40.0% | $3,169-40.5% |
| Admin fee / account holder | $139 | $384-63.8% | $5,800-97.6% | $479-71.0% |