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 35-0145825 | Recordkeeping | $10,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $39,866 | $52,953-24.7% | $172,739-76.9% | $65,185-38.8% |
| Participation rate | 35.9% | 66.2%-30.3pp | 82.6%-46.7pp | 70.2%-34.3pp |
| Annual return | 20.83% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $180 | $2,190-91.8% | $5,143-96.5% | $2,177-91.7% |
| Participant deferral / active EE | $1,582 | $2,471-36.0% | $5,198-69.6% | $3,514-55.0% |
| Admin fee / account holder | $14 | $472-97.0% | $13,954-99.9% | $847-98.3% |