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 | $6,324 |
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.
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 | $21,997 | $54,573-59.7% | $90,951-75.8% | $73,488-70.1% |
| Participation rate | 12.1% | 61.2%-49.1pp | 69.0%-56.9pp | 70.7%-58.6pp |
| Annual return | 17.14% | 16.69%+0.5pp | 134.60%-117.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $247 | $991-75.1% | $2,122-88.4% | $2,270-89.1% |
| Participant deferral / active EE | $805 | $2,517-68.0% | $3,373-76.1% | $3,740-78.5% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |