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 01-0233346 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,457 | $55,636+23.0% | $81,983-16.5% | $73,488-6.8% |
| Participation rate | 57.2% | 62.3%-5.1pp | 69.2%-12.0pp | 70.7%-13.4pp |
| Annual return | 18.46% | 19.07%-0.6pp | 41.31%-22.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,177 | $1,625-27.5% | $2,498-52.9% | $2,270-48.1% |
| Participant deferral / active EE | $2,293 | $2,762-17.0% | $3,722-38.4% | $3,740-38.7% |
| Admin fee / account holder | $257 | $493-47.9% | $5,664-95.5% | $513-49.9% |