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 35-0145825 | Recordkeeping | $52,773 |
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 | $36,930 | $54,237-31.9% | $90,281-59.1% | $67,579-45.4% |
| Participation rate | 52.3% | 68.6%-16.3pp | 73.3%-21.0pp | 71.3%-19.0pp |
| Annual return | 21.61% | 37.27%-15.7pp | 78.10%-56.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $834 | $1,846-54.8% | $2,854-70.8% | $2,148-61.2% |
| Participant deferral / active EE | $1,331 | $2,625-49.3% | $3,885-65.8% | $3,539-62.4% |
| Admin fee / account holder | $12 | $123-90.6% | $5,351-99.8% | $142-91.8% |