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 48-1205033 | Recordkeeping | $1,872 |
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.
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 | $30,033 | $59,328-49.4% | $118,925-74.7% | $73,488-59.1% |
| Participation rate | 17.7% | 62.3%-44.6pp | 75.4%-57.7pp | 70.7%-53.0pp |
| Annual return | 24.80% | 19.13%+5.7pp | 35.88%-11.1pp | 28.51%-3.7pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $778 | $2,604-70.1% | $4,265-81.8% | $3,740-79.2% |
| Admin fee / account holder | $43 | $600-92.9% | $6,581-99.4% | $513-91.7% |