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 | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,643 | $39,819-48.2% | $67,834-69.6% | $57,658-64.2% |
| Participation rate | 21.4% | 61.2%-39.8pp | 68.8%-47.4pp | 70.2%-48.8pp |
| Annual return | 7.60% | 9.19%-1.6pp | 138.47%-130.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $192 | $1,277-85.0% | $2,403-92.0% | $1,974-90.3% |
| Participant deferral / active EE | $415 | $2,209-81.2% | $3,160-86.9% | $3,061-86.4% |
| Admin fee / account holder | $20 | $84-76.1% | $4,622-99.6% | $95-78.8% |