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 | $13,301 |
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 | $11,152 | $54,762-79.6% | $90,281-87.6% | $72,985-84.7% |
| Participation rate | 49.4% | 65.1%-15.8pp | 73.3%-23.9pp | 69.5%-20.1pp |
| Annual return | 17.00% | 30.63%-13.6pp | 78.10%-61.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,361 | $2,092-35.0% | $2,854-52.3% | $2,440-44.2% |
| Participant deferral / active EE | $2,574 | $2,887-10.8% | $3,885-33.8% | $3,607-28.7% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |