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 13-3689044 | Recordkeeping | $56,375 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $34,463 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $3,190 |
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 | $24,637 | $52,293-52.9% | $178,490-86.2% | $73,409-66.4% |
| Participation rate | 43.4% | 65.3%-22.0pp | 81.9%-38.6pp | 72.2%-28.8pp |
| Annual return | 21.82% | 34.75%-12.9pp | 151.07%-129.3pp | 59.29%-37.5pp |
| Employer contribution / active EE | $1,468 | $1,735-15.4% | $5,011-70.7% | $2,234-34.3% |
| Participant deferral / active EE | $1,582 | $2,332-32.2% | $5,202-69.6% | $3,805-58.4% |
| Admin fee / account holder | $163 | $127+27.8% | $13,984-98.8% | $158+3.1% |