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 12 · EIN 48-1205033 | Recordkeeping fees; Recordkeeping and... | $6,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,717 | $55,449-50.0% | $83,848-66.9% | $56,287-50.8% |
| Participation rate | 19.7% | 68.0%-48.3pp | 76.1%-56.4pp | 69.9%-50.1pp |
| Annual return | -11.76% | -1.38%-10.4pp | 850.88%-862.6pp | -9.96%-1.8pp |
| Employer contribution / active EE | $788 | $2,430-67.6% | $3,631-78.3% | $2,111-62.7% |
| Participant deferral / active EE | $1,454 | $2,935-50.5% | $4,082-64.4% | $3,350-56.6% |
| Admin fee / account holder | $252 | $656-61.6% | $5,478-95.4% | $521-51.7% |