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 22 · EIN 52-1473914 | Insurance Broker | $48,453 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,778 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $5,125 |
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 | $19,533 | $62,928-69.0% | $172,739-88.7% | $67,579-71.1% |
| Participation rate | 58.6% | 64.5%-5.9pp | 82.6%-24.0pp | 71.3%-12.7pp |
| Annual return | 24.81% | 30.36%-5.5pp | 802.84%-778.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,365 | $1,636-16.6% | $5,143-73.5% | $2,148-36.4% |
| Participant deferral / active EE | $2,091 | $2,145-2.5% | $5,198-59.8% | $3,539-40.9% |
| Admin fee / account holder | $146 | $167-12.4% | $13,954-99.0% | $142+2.6% |