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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,401 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,905 | $122,239-19.1% | $184,200-46.3% | $74,546+32.7% |
| Participation rate | 63.5% | 85.5%-22.0pp | 86.8%-23.3pp | 67.2%-3.7pp |
| Annual return | 15.32% | 19.95%-4.6pp | 28.80%-13.5pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $3,176 | $4,537-30.0% | $6,424-50.6% | $2,624+21.0% |
| Participant deferral / active EE | $6,348 | $7,139-11.1% | $9,132-30.5% | $4,347+46.0% |
| Admin fee / account holder | $13 | $1,260-98.9% | $13,907-99.9% | $1,944-99.3% |