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 26 · EIN 47-3722740 | Advisory (Participants) | $18,527 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $865 |
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 | $39,079 | $100,801-61.2% | $149,696-73.9% | $73,409-46.8% |
| Participation rate | 51.9% | 77.7%-25.7pp | 82.5%-30.5pp | 72.2%-20.2pp |
| Annual return | 25.12% | 265.34%-240.2pp | 276.60%-251.5pp | 59.29%-34.2pp |
| Employer contribution / active EE | $1,398 | $3,312-57.8% | $4,644-69.9% | $2,234-37.4% |
| Participant deferral / active EE | $2,716 | $6,404-57.6% | $6,842-60.3% | $3,805-28.6% |
| Admin fee / account holder | $201 | $181+11.0% | $9,309-97.8% | $158+27.2% |