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 4-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 | $4,690 |
Employer 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,752 | $92,971-94.9% | $96,683-95.1% | $74,419-93.6% |
| Participation rate | 85.5% | 71.5%+14.0pp | 74.3%+11.2pp | 70.7%+14.8pp |
| Annual return | 58.38% | 37.49%+20.9pp | 35.69%+22.7pp | 34.38%+24.0pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,371 | $3,970+10.1% | $4,878-10.4% | $4,528-3.5% |
| Admin fee / account holder | $48 | $633-92.4% | $6,730-99.3% | $348-86.1% |