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 | $3,127 |
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 | $85,676 | $60,795+40.9% | $69,455+23.4% | $65,185+31.4% |
| Participation rate | 61.2% | 74.9%-13.7pp | 74.6%-13.5pp | 70.2%-9.0pp |
| Annual return | 32.26% | 17.46%+14.8pp | 28.97%+3.3pp | 29.38%+2.9pp |
| Employer contribution / active EE | $2,901 | $2,452+18.3% | $2,779+4.4% | $2,177+33.3% |
| Participant deferral / active EE | $4,304 | $3,162+36.1% | $3,535+21.7% | $3,514+22.5% |
| Admin fee / account holder | $16 | $314-94.9% | $3,839-99.6% | $847-98.1% |