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 | $1,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $95,594 | $89,652+6.6% | $141,162-32.3% | $65,185+46.7% |
| Participation rate | 69.3% | 74.7%-5.4pp | 82.5%-13.2pp | 70.2%-0.9pp |
| Annual return | 20.01% | 32.79%-12.8pp | 71.39%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,792 | $3,065-8.9% | $4,735-41.0% | $2,177+28.3% |
| Participant deferral / active EE | $5,228 | $5,691-8.1% | $6,709-22.1% | $3,514+48.8% |
| Admin fee / account holder | $240 | $569-57.8% | $10,261-97.7% | $847-71.7% |