Filed November 9, 2023
Total covered: 18 employees
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 13-5674085 | Recordkeeping | $30,493 |
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 | $119,041 | $176,491-32.6% | $95,952+24.1% | $90,288+31.8% |
| Participation rate | 65.4% | 86.6%-21.1pp | 77.1%-11.6pp | 73.4%-7.9pp |
| Annual return | 12.87% | 20.14%-7.3pp | 91.61%-78.7pp | 53.97%-41.1pp |
| Employer contribution / active EE | $1,921 | $2,789-31.1% | $2,541-24.4% | $2,524-23.9% |
| Participant deferral / active EE | $4,302 | $5,340-19.4% | $4,167+3.2% | $4,232+1.6% |
| Admin fee / account holder | $16 | $154-89.7% | $6,795-99.8% | $114-86.1% |