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 | $11,538 |
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 | $26,121 | $58,879-55.6% | $178,490-85.4% | $73,488-64.5% |
| Participation rate | 40.5% | 66.2%-25.7pp | 81.9%-41.4pp | 70.7%-30.2pp |
| Annual return | 25.57% | 24.86%+0.7pp | 151.07%-125.5pp | 28.51%-2.9pp |
| Employer contribution / active EE | $702 | $2,236-68.6% | $5,011-86.0% | $2,270-69.1% |
| Participant deferral / active EE | $1,071 | $2,567-58.3% | $5,202-79.4% | $3,740-71.4% |
| Admin fee / account holder | $22 | $400-94.5% | $13,984-99.8% | $513-95.7% |