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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,728 |
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 | $67,238 | $57,976+16.0% | $62,995+6.7% | $62,292+7.9% |
| Participation rate | 51.1% | 75.9%-24.8pp | 74.8%-23.7pp | 69.5%-18.4pp |
| Annual return | 18.75% | 17.54%+1.2pp | 87.57%-68.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,041 | $2,415-15.5% | $2,759-26.0% | $2,042-0.1% |
| Participant deferral / active EE | $2,935 | $2,956-0.7% | $3,329-11.9% | $3,169-7.4% |
| Admin fee / account holder | $14 | $276-94.9% | $3,600-99.6% | $479-97.1% |