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 64 · EIN 39-6040276 | Recordkeeping Fees | $875 |
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 | $23,408 | $59,186-60.5% | $76,768-69.5% | $56,287-58.4% |
| Participation rate | 66.4% | 75.2%-8.9pp | 77.0%-10.6pp | 69.9%-3.5pp |
| Annual return | 16.37% | 6.62%+9.8pp | 2.43%+13.9pp | -9.96%+26.3pp |
| Employer contribution / active EE | $1,739 | $1,759-1.1% | $2,485-30.0% | $2,111-17.6% |
| Participant deferral / active EE | $2,785 | $3,255-14.4% | $3,852-27.7% | $3,350-16.9% |
| Admin fee / account holder | $5 | $489-99.0% | $6,675-99.9% | $521-99.1% |