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 | $36,717 |
Service code 16 · EIN 13-2638166 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,583 | $61,272-25.6% | $149,673-69.5% | $71,457-36.2% |
| Participation rate | 68.1% | 62.5%+5.6pp | 78.8%-10.7pp | 67.9%+0.2pp |
| Annual return | 13.45% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $353 | $2,378-85.1% | $4,818-92.7% | $2,588-86.3% |
| Participant deferral / active EE | $2,375 | $2,917-18.6% | $5,680-58.2% | $4,289-44.6% |
| Admin fee / account holder | $10 | $1,261-99.2% | $13,210-99.9% | $1,587-99.4% |