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 | $6,323 |
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 | $5,530 | $54,541-89.9% | $78,778-93.0% | $70,131-92.1% |
| Participation rate | 60.9% | 60.8%+0.1pp | 69.2%-8.3pp | 69.5%-8.7pp |
| Annual return | 16.92% | 21.07%-4.2pp | 35.62%-18.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,271 | $2,210-42.5% | $2,958-57.0% | $3,332-61.9% |
| Admin fee / account holder | $34 | $3,709-99.1% | $5,134-99.3% | $4,645-99.3% |