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 8-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 13-3646501 | Recordkeeping | $78 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,150 | $52,953-78.9% | $172,739-93.5% | $65,185-82.9% |
| Participation rate | 16.7% | 66.2%-49.5pp | 82.6%-66.0pp | 70.2%-53.5pp |
| Annual return | 116.30% | 30.12%+86.2pp | 802.84%-686.5pp | 29.38%+86.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,177 | $2,471-52.4% | $5,198-77.4% | $3,514-66.5% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |