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 9-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 04-1590850 | Recordkeeping | $2,075 |
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.
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 | $51,192 | $46,360+10.4% | $147,614-65.3% | $52,331-2.2% |
| Participation rate | 31.1% | 64.9%-33.9pp | 84.6%-53.6pp | 68.1%-37.0pp |
| Annual return | 6.10% | 1.62%+4.5pp | 61.98%-55.9pp | 4.54%+1.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,254 | $2,258-44.5% | $4,895-74.4% | $3,022-58.5% |
| Admin fee / account holder | $99 | $766-87.0% | $11,611-99.1% | $592-83.2% |