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 | $1,954 |
INTAC ACTUARIAL SERVICES2 years 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 | $31,295 | $44,059-29.0% | $71,671-56.3% | $69,631-55.1% |
| Participation rate | 39.6% | 60.8%-21.2pp | 68.7%-29.2pp | 70.7%-31.1pp |
| Annual return | 17.16% | 21.97%-4.8pp | 20.65%-3.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $956 | $2,370-59.7% | $3,438-72.2% | $3,224-70.4% |
| Admin fee / account holder | $166 | $108+53.9% | $5,558-97.0% | $110+50.0% |