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 12 · EIN 48-1205033 | Recordkeeping and information managem... | $6,563 |
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.
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 | $28,221 | $60,795-53.6% | $69,455-59.4% | $65,185-56.7% |
| Participation rate | 12.4% | 74.9%-62.4pp | 74.6%-62.2pp | 70.2%-57.8pp |
| Annual return | 18.68% | 17.46%+1.2pp | 28.97%-10.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $462 | $3,162-85.4% | $3,535-86.9% | $3,514-86.9% |
| Admin fee / account holder | $163 | $314-48.1% | $3,839-95.8% | $847-80.8% |