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 | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,769 | $81,208-35.0% | $98,907-46.6% | $79,858-33.9% |
| Participation rate | 64.1% | 72.5%-8.4pp | 76.0%-11.9pp | 69.6%-5.5pp |
| Annual return | 15.88% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,636 | $1,960+34.5% | $2,689-2.0% | $2,471+6.7% |
| Participant deferral / active EE | $4,696 | $3,265+43.8% | $4,244+10.6% | $3,740+25.5% |
| Admin fee / account holder | $53 | $6,013-99.1% | $6,642-99.2% | $5,306-99.0% |