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 | $418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $19,563 | $38,365-49.0% | $84,611-76.9% | $65,185-70.0% |
| Participation rate | 14.0% | 55.7%-41.6pp | 68.2%-54.2pp | 70.2%-56.2pp |
| Annual return | 21.80% | 32.00%-10.2pp | 258.74%-236.9pp | 29.38%-7.6pp |
| Employer contribution / active EE | $37 | $1,258-97.0% | $2,652-98.6% | $2,177-98.3% |
| Participant deferral / active EE | $890 | $2,278-60.9% | $3,899-77.2% | $3,514-74.7% |
| Admin fee / account holder | $33 | $451-92.8% | $4,912-99.3% | $847-96.1% |