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 | $425 |
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 | $34,913 | $66,310-47.3% | $93,606-62.7% | $65,185-46.4% |
| Participation rate | 59.8% | 74.0%-14.2pp | 75.8%-16.0pp | 70.2%-10.4pp |
| Annual return | 29.74% | 42.58%-12.8pp | 32.76%-3.0pp | 29.38%+0.4pp |
| Employer contribution / active EE | $1,216 | $2,012-39.5% | $2,718-55.2% | $2,177-44.1% |
| Participant deferral / active EE | $2,226 | $3,342-33.4% | $4,069-45.3% | $3,514-36.7% |
| Admin fee / account holder | $23 | $6,897-99.7% | $7,888-99.7% | $847-97.2% |