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 9-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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $86,350 | $41,281+109.2% | $109,313-21.0% | $57,658+49.8% |
| Participation rate | 28.2% | 59.3%-31.1pp | 71.3%-43.0pp | 70.2%-42.0pp |
| Annual return | 0.00% | 8.97%-9.0pp | 22.07%-22.1pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,426 | $1,201+18.7% | $3,892-63.4% | $1,974-27.8% |
| Participant deferral / active EE | $550 | $2,223-75.3% | $3,166-82.6% | $3,061-82.0% |
| Admin fee / account holder | $16 | $75-78.8% | $5,666-99.7% | $95-83.1% |