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 13 · EIN 42-0127290 | Contract Administrator | $5,971 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $23,061 | $72,404-68.1% | $110,238-79.1% | $64,186-64.1% |
| Participation rate | 18.5% | 73.3%-54.8pp | 79.8%-61.3pp | 69.6%-51.0pp |
| Annual return | 10.95% | -6.29%+17.2pp | 314.74%-303.8pp | 7.63%+3.3pp |
| Employer contribution / active EE | $985 | $2,282-56.8% | $3,826-74.3% | $2,381-58.6% |
| Participant deferral / active EE | $6,542 | $3,469+88.6% | $4,672+40.0% | $3,470+88.5% |
| Admin fee / account holder | $193 | $5,664-96.6% | $8,547-97.7% | $4,888-96.1% |