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 | $27,728 |
Service code 26 · EIN 47-3722740 | Advisory (Participants) | $25,580 |
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 | $46,114 | $104,317-55.8% | $159,436-71.1% | $86,799-46.9% |
| Participation rate | 52.5% | 77.7%-25.2pp | 82.8%-30.3pp | 72.3%-19.7pp |
| Annual return | 19.53% | 26.32%-6.8pp | 263.57%-244.0pp | 97.91%-78.4pp |
| Employer contribution / active EE | $1,483 | $3,451-57.0% | $4,829-69.3% | $2,405-38.3% |
| Participant deferral / active EE | $3,372 | $6,837-50.7% | $7,352-54.1% | $4,131-18.4% |
| Admin fee / account holder | $235 | $172+36.5% | $10,799-97.8% | $170+38.6% |