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 | $3,197 |
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 | $63,638 | $55,002+15.7% | $59,878+6.3% | $56,287+13.1% |
| Participation rate | 35.6% | 75.9%-40.3pp | 74.7%-39.1pp | 69.9%-34.3pp |
| Annual return | -4.88% | 1.13%-6.0pp | 3.46%-8.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,739 | $2,448-29.0% | $2,722-36.1% | $2,111-17.6% |
| Participant deferral / active EE | $2,596 | $3,121-16.8% | $3,402-23.7% | $3,350-22.5% |
| Admin fee / account holder | $16 | $236-93.1% | $3,590-99.5% | $521-96.9% |