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 35-0145825 | Recordkeeping | $19,204 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,880 |
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 | $62,321 | $63,861-2.4% | $104,607-40.4% | $79,858-22.0% |
| Participation rate | 63.8% | 64.9%-1.1pp | 74.1%-10.3pp | 69.6%-5.8pp |
| Annual return | 22.38% | 21.30%+1.1pp | 340.46%-318.1pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,999 | $1,588+25.8% | $2,681-25.4% | $2,471-19.1% |
| Participant deferral / active EE | $3,370 | $2,693+25.1% | $3,740-9.9% | $3,740-9.9% |
| Admin fee / account holder | $67 | $4,185-98.4% | $6,473-99.0% | $5,306-98.7% |