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 | $23,658 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,386 |
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 | $67,426 | $53,162+26.8% | $91,220-26.1% | $68,494-1.6% |
| Participation rate | 51.1% | 63.2%-12.1pp | 73.2%-22.1pp | 67.9%-16.8pp |
| Annual return | -18.66% | -3.14%-15.5pp | 114.01%-132.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,821 | $1,709+6.6% | $2,850-36.1% | $2,596-29.8% |
| Participant deferral / active EE | $3,152 | $2,974+6.0% | $4,234-25.5% | $4,027-21.7% |
| Admin fee / account holder | $86 | $4,493-98.1% | $5,420-98.4% | $5,403-98.4% |