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 | $25,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,524 | $130,141-2.0% | $86,677+47.1% | $77,904+63.7% |
| Participation rate | 66.9% | 85.9%-19.0pp | 76.6%-9.7pp | 73.7%-6.8pp |
| Annual return | -6.64% | -12.75%+6.1pp | 35.91%-42.6pp | 12.21%-18.8pp |
| Employer contribution / active EE | $6,320 | $3,220+96.3% | $2,836+122.8% | $2,848+121.9% |
| Participant deferral / active EE | $4,788 | $5,757-16.8% | $4,656+2.9% | $4,806-0.4% |
| Admin fee / account holder | $14 | $132-89.7% | $7,493-99.8% | $133-89.8% |