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 | $1,866 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC Service code 10 | Accounting | $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 | $27,213 | $39,819-31.7% | $67,834-59.9% | $57,658-52.8% |
| Participation rate | 31.0% | 61.2%-30.2pp | 68.8%-37.8pp | 70.2%-39.2pp |
| Annual return | 6.73% | 9.19%-2.5pp | 138.47%-131.7pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $989 | $2,209-55.2% | $3,160-68.7% | $3,061-67.7% |
| Admin fee / account holder | $143 | $84+70.9% | $4,622-96.9% | $95+51.2% |