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 | $2,484 |
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 | $29,549 | $42,548-30.5% | $74,550-60.4% | $56,287-47.5% |
| Participation rate | 55.1% | 60.5%-5.3pp | 69.1%-14.0pp | 69.9%-14.7pp |
| Annual return | -6.08% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $692 | $855-19.1% | $1,961-64.7% | $2,111-67.2% |
| Participant deferral / active EE | $1,375 | $2,277-39.6% | $3,108-55.8% | $3,350-59.0% |
| Admin fee / account holder | $50 | $467-89.4% | $5,060-99.0% | $521-90.4% |