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 26 · EIN 04-2675571 | Advisory (Participants) | $1,328 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $441 |
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 | $45,386 | $55,453-18.2% | $170,442-73.4% | $62,292-27.1% |
| Participation rate | 20.7% | 66.4%-45.7pp | 83.6%-62.9pp | 69.5%-48.8pp |
| Annual return | 19.48% | 21.38%-1.9pp | 205.93%-186.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $641 | $2,164-70.4% | $5,433-88.2% | $2,042-68.6% |
| Participant deferral / active EE | $2,453 | $2,303+6.5% | $4,939-50.3% | $3,169-22.6% |
| Admin fee / account holder | $16 | $455-96.4% | $13,880-99.9% | $479-96.6% |