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 52 · EIN 04-1590850 | Indirect Investment Fees | $43,136 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $36,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $5,474 | $41,256-86.7% | $86,590-93.7% | $77,958-93.0% |
| Participation rate | 51.9% | 63.0%-11.1pp | 73.5%-21.6pp | 71.6%-19.7pp |
| Annual return | 17.34% | 17.67%-0.3pp | 964.84%-947.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $440 | $2,332-81.1% | $3,609-87.8% | $3,537-87.5% |
| Admin fee / account holder | $38 | $71-46.7% | $4,906-99.2% | $97-61.3% |