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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,738 | $54,281-83.9% | $60,547-85.6% | $59,188-85.2% |
| Participation rate | 67.2% | 66.8%+0.4pp | 68.0%-0.7pp | 69.4%-2.2pp |
| Annual return | -0.58% | 1.74%-2.3pp | 335.64%-336.2pp | 5.51%-6.1pp |
| Employer contribution / active EE | $158 | $2,031-92.2% | $2,419-93.5% | $2,098-92.5% |
| Participant deferral / active EE | $1,099 | $2,789-60.6% | $3,328-67.0% | $3,265-66.3% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |