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 01-0233346 | Recordkeeping | $0 |
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 | $39,266 | $61,616-36.3% | $105,722-62.9% | $55,167-28.8% |
| Participation rate | 57.7% | 72.9%-15.2pp | 78.9%-21.2pp | 69.0%-11.3pp |
| Annual return | 14.09% | 11.15%+2.9pp | 12.25%+1.8pp | 169.23%-155.1pp |
| Employer contribution / active EE | $1,867 | $3,043-38.6% | $4,079-54.2% | $1,963-4.8% |
| Participant deferral / active EE | $2,778 | $4,213-34.1% | $5,326-47.8% | $3,054-9.0% |
| Admin fee / account holder | $17 | $379-95.6% | $8,308-99.8% | $504-96.7% |