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 25 · EIN 04-2647786 | Directed Trustee | $16,182 |
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 | $73,684 | $28,416+159.3% | $73,545+0.2% | $69,631+5.8% |
| Participation rate | 62.4% | 38.3%+24.1pp | 54.9%+7.5pp | 70.7%-8.3pp |
| Annual return | 20.95% | -694.13%+715.1pp | -15.16%+36.1pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $380 | $430-11.7% | $1,219-68.8% | $2,032-81.3% |
| Participant deferral / active EE | $3,187 | $897+255.3% | $1,806+76.5% | $3,224-1.1% |
| Admin fee / account holder | $72 | $104-31.1% | $2,320-96.9% | $110-34.9% |