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 64 · EIN 71-0294708 | Recordkeeping Fees | $48,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $42,501 | $69,159-38.5% | $125,175-66.0% | $67,579-37.1% |
| Participation rate | 67.9% | 78.2%-10.3pp | 79.8%-11.9pp | 71.3%-3.4pp |
| Annual return | 23.76% | 27.12%-3.4pp | 43.79%-20.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,215 | $2,023-40.0% | $3,865-68.6% | $2,148-43.4% |
| Participant deferral / active EE | $1,885 | $3,700-49.0% | $4,937-61.8% | $3,539-46.7% |
| Admin fee / account holder | $93 | $142-34.7% | $9,702-99.0% | $142-34.9% |