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 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,431 | $61,660-52.3% | $80,019-63.2% | $64,186-54.1% |
| Participation rate | 34.2% | 71.7%-37.5pp | 75.8%-41.7pp | 69.6%-35.4pp |
| Annual return | -8.57% | -0.33%-8.2pp | 11.22%-19.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $913 | $1,810-49.6% | $2,468-63.0% | $2,381-61.7% |
| Participant deferral / active EE | $1,378 | $2,968-53.6% | $3,686-62.6% | $3,470-60.3% |
| Admin fee / account holder | $274 | $5,417-94.9% | $6,521-95.8% | $4,888-94.4% |