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 22-3076875 | Recordkeeping | $5,206 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,401 | $88,122-80.3% | $141,162-87.7% | $67,579-74.3% |
| Participation rate | 67.9% | 76.5%-8.5pp | 82.5%-14.6pp | 71.3%-3.4pp |
| Annual return | 20.37% | 75.40%-55.0pp | 71.39%-51.0pp | 378.56%-358.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,883 | $5,958-51.6% | $6,709-57.0% | $3,539-18.5% |
| Admin fee / account holder | $34 | $131-74.0% | $10,261-99.7% | $142-76.1% |