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 06-1050034 | Recordkeeping | $1,950 |
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 | $19,272 | $63,905-69.8% | $74,183-74.0% | $57,658-66.6% |
| Participation rate | 62.3% | 79.8%-17.4pp | 76.6%-14.3pp | 70.2%-7.9pp |
| Annual return | 7.91% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $763 | $1,840-58.5% | $2,370-67.8% | $1,974-61.3% |
| Participant deferral / active EE | $1,740 | $3,448-49.5% | $3,550-51.0% | $3,061-43.1% |
| Admin fee / account holder | $9 | $91-89.8% | $5,586-99.8% | $95-90.1% |