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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,505 |
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 | $53,191 | $61,156-13.0% | $185,823-71.4% | $79,386-33.0% |
| Participation rate | 58.8% | 66.6%-7.8pp | 81.7%-22.9pp | 70.7%-11.9pp |
| Annual return | 18.05% | 19.45%-1.4pp | 122.05%-104.0pp | 116.85%-98.8pp |
| Employer contribution / active EE | $449 | $2,321-80.6% | $5,167-91.3% | $2,427-81.5% |
| Participant deferral / active EE | $3,382 | $2,789+21.3% | $5,568-39.3% | $4,046-16.4% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |