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 15 · EIN 35-0145825 | Recordkeeping | $9,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,837 | $49,177-86.1% | $79,464-91.4% | $64,186-89.3% |
| Participation rate | 47.9% | 65.0%-17.2pp | 73.3%-25.5pp | 69.6%-21.7pp |
| Annual return | -8.31% | -1.16%-7.2pp | 718.14%-726.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,012 | $2,076-51.3% | $2,800-63.9% | $2,381-57.5% |
| Participant deferral / active EE | $1,773 | $2,821-37.1% | $3,704-52.1% | $3,470-48.9% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |