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 35-0145825 | Recordkeeping | $10,169 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,765 | $46,732-77.0% | $156,549-93.1% | $55,167-80.5% |
| Participation rate | 35.4% | 65.8%-30.4pp | 84.0%-48.6pp | 69.0%-33.6pp |
| Annual return | 7.18% | 17.72%-10.5pp | 32.23%-25.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $192 | $2,105-90.9% | $5,501-96.5% | $1,963-90.2% |
| Participant deferral / active EE | $699 | $2,204-68.3% | $4,871-85.7% | $3,054-77.1% |
| Admin fee / account holder | $23 | $418-94.4% | $13,027-99.8% | $504-95.4% |