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 | $466 |
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 | $21,840 | $43,133-49.4% | $89,391-75.6% | $73,488-70.3% |
| Participation rate | 15.9% | 55.0%-39.0pp | 68.0%-52.0pp | 70.7%-54.7pp |
| Annual return | 20.92% | 135.66%-114.7pp | 245.62%-224.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $48 | $1,438-96.6% | $2,586-98.1% | $2,270-97.9% |
| Participant deferral / active EE | $1,260 | $2,445-48.4% | $3,890-67.6% | $3,740-66.3% |
| Admin fee / account holder | $41 | $444-90.7% | $4,881-99.2% | $513-92.0% |