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 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $8,796 |
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 | $21,247 | $52,953-59.9% | $172,739-87.7% | $65,185-67.4% |
| Participation rate | 31.9% | 66.2%-34.3pp | 82.6%-50.7pp | 70.2%-38.3pp |
| Annual return | 24.84% | 30.12%-5.3pp | 802.84%-778.0pp | 29.38%-4.5pp |
| Employer contribution / active EE | $417 | $2,190-81.0% | $5,143-91.9% | $2,177-80.9% |
| Participant deferral / active EE | $1,066 | $2,471-56.8% | $5,198-79.5% | $3,514-69.7% |
| Admin fee / account holder | $166 | $472-64.7% | $13,954-98.8% | $847-80.4% |