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 | Recordkeeping fees; Float revenue; Cl... | $16,727 |
Service code 15 · EIN 91-2090931 | Recordkeeping | $7,005 |
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 | $22,277 | $25,302-12.0% | $74,701-70.2% | $67,579-67.0% |
| Participation rate | 42.3% | 37.8%+4.5pp | 54.5%-12.1pp | 71.3%-29.0pp |
| Annual return | 39.30% | 10291.17%-10251.9pp | 752.92%-713.6pp | 378.56%-339.3pp |
| Employer contribution / active EE | $126 | $446-71.8% | $1,084-88.4% | $2,148-94.1% |
| Participant deferral / active EE | $1,037 | $954+8.7% | $1,964-47.2% | $3,539-70.7% |
| Admin fee / account holder | $94 | $108-12.7% | $3,333-97.2% | $142-34.0% |