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 30-0219031 | Recordkeeping | $16,236 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,131 | $88,083-73.7% | $164,813-86.0% | $74,495-68.9% |
| Participation rate | 68.0% | 73.0%-5.0pp | 78.6%-10.6pp | 67.2%+0.8pp |
| Annual return | 13.12% | 17.26%-4.1pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $643 | $2,593-75.2% | $4,341-85.2% | $2,623-75.5% |
| Participant deferral / active EE | $2,555 | $4,498-43.2% | $6,031-57.6% | $4,346-41.2% |
| Admin fee / account holder | $64 | $2,234-97.1% | $12,690-99.5% | $1,942-96.7% |