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 01-0233346 | Recordkeeping | $881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $35,093 | $88,122-60.2% | $141,162-75.1% | $67,579-48.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 82.5%-42.5pp | 71.3%-31.3pp |
| Annual return | 30.64% | 75.40%-44.8pp | 71.39%-40.7pp | 378.56%-347.9pp |
| Employer contribution / active EE | $749 | $3,224-76.8% | $4,735-84.2% | $2,148-65.1% |
| Participant deferral / active EE | $1,616 | $5,958-72.9% | $6,709-75.9% | $3,539-54.4% |
| Admin fee / account holder | $238 | $131+81.7% | $10,261-97.7% | $142+67.2% |