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 39-6040276 | Recordkeeping Fees | $1,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,771 | $51,466-38.3% | $78,778-59.7% | $62,292-49.0% |
| Participation rate | 57.0% | 59.8%-2.8pp | 69.2%-12.2pp | 69.5%-12.5pp |
| Annual return | 15.42% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $930 | $827+12.4% | $1,986-53.2% | $2,042-54.5% |
| Participant deferral / active EE | $1,933 | $2,147-10.0% | $2,958-34.6% | $3,169-39.0% |
| Admin fee / account holder | $48 | $489-90.2% | $5,134-99.1% | $479-90.0% |