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 | $28,209 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,192 |
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 | $80,117 | $66,402+20.7% | $109,895-27.1% | $85,850-6.7% |
| Participation rate | 53.8% | 63.9%-10.0pp | 74.2%-20.4pp | 69.3%-15.5pp |
| Annual return | 28.02% | 19.59%+8.4pp | 29.45%-1.4pp | 318.53%-290.5pp |
| Employer contribution / active EE | $1,928 | $1,687+14.3% | $2,842-32.2% | $2,565-24.8% |
| Participant deferral / active EE | $3,324 | $2,842+16.9% | $4,048-17.9% | $3,952-15.9% |
| Admin fee / account holder | $89 | $4,557-98.1% | $6,066-98.5% | $6,260-98.6% |