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 | $7,962 |
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 | $39,787 | $55,453-28.2% | $170,442-76.7% | $62,292-36.1% |
| Participation rate | 22.6% | 66.4%-43.8pp | 83.6%-61.0pp | 69.5%-46.9pp |
| Annual return | 72.10% | 21.38%+50.7pp | 205.93%-133.8pp | 28.90%+43.2pp |
| Employer contribution / active EE | $71 | $2,164-96.7% | $5,433-98.7% | $2,042-96.5% |
| Participant deferral / active EE | $1,094 | $2,303-52.5% | $4,939-77.8% | $3,169-65.5% |
| Admin fee / account holder | $9 | $455-98.1% | $13,880-99.9% | $479-98.2% |