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 7-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 35-0145825 | Recordkeeping | $0 |
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 | $25,098 | $49,138-48.9% | $84,015-70.1% | $65,185-61.5% |
| Participation rate | 6.4% | 60.7%-54.3pp | 69.0%-62.6pp | 70.2%-63.8pp |
| Annual return | 21.50% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $104 | $2,397-95.7% | $3,239-96.8% | $3,514-97.0% |
| Admin fee / account holder | $57 | $543-89.5% | $6,101-99.1% | $847-93.3% |