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 | $983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,618 | $48,076-46.7% | $78,689-67.4% | $62,891-59.3% |
| Participation rate | 29.4% | 65.2%-35.8pp | 73.6%-44.2pp | 69.3%-39.9pp |
| Annual return | 7.66% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $2,588-57.5% | $3,517-68.8% | $3,203-65.7% |
| Admin fee / account holder | $106 | $3,207-96.7% | $4,510-97.6% | $4,296-97.5% |