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 | $565 |
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 | $62,443 | $47,448+31.6% | $94,993-34.3% | $62,292+0.2% |
| Participation rate | 39.9% | 66.5%-26.6pp | 73.9%-34.0pp | 69.5%-29.7pp |
| Annual return | 16.46% | 22.64%-6.2pp | 27.12%-10.7pp | 28.90%-12.4pp |
| Employer contribution / active EE | $401 | $1,300-69.2% | $2,603-84.6% | $2,042-80.4% |
| Participant deferral / active EE | $1,209 | $2,375-49.1% | $3,317-63.6% | $3,169-61.9% |
| Admin fee / account holder | $240 | $434-44.7% | $4,960-95.2% | $479-49.9% |