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 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
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 | $33,466 | $58,083-42.4% | $80,019-58.2% | $56,287-40.5% |
| Participation rate | 55.0% | 73.6%-18.6pp | 75.8%-20.8pp | 69.9%-14.9pp |
| Annual return | -6.77% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,186 | $1,932-38.6% | $2,468-51.9% | $2,111-43.8% |
| Participant deferral / active EE | $2,286 | $3,135-27.1% | $3,686-38.0% | $3,350-31.8% |
| Admin fee / account holder | $15 | $623-97.6% | $6,521-99.8% | $521-97.1% |