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 01-0233346 | Recordkeeping | $752 |
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 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 | $17,857 | $58,879-69.7% | $178,490-90.0% | $73,488-75.7% |
| Participation rate | 51.3% | 66.2%-14.9pp | 81.9%-30.6pp | 70.7%-19.4pp |
| Annual return | 12.21% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $934 | $2,236-58.2% | $5,011-81.4% | $2,270-58.9% |
| Participant deferral / active EE | $1,242 | $2,567-51.6% | $5,202-76.1% | $3,740-66.8% |
| Admin fee / account holder | $41 | $400-89.7% | $13,984-99.7% | $513-91.9% |