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 | $2,950 |
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 | $38,605 | $56,897-32.1% | $84,750-54.4% | $62,891-38.6% |
| Participation rate | 63.5% | 68.5%-5.0pp | 76.6%-13.0pp | 69.3%-5.8pp |
| Annual return | 11.48% | 6.30%+5.2pp | 22.78%-11.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $4,993 | $2,400+108.0% | $3,574+39.7% | $2,281+118.9% |
| Participant deferral / active EE | $7,355 | $2,709+171.5% | $3,712+98.2% | $3,203+129.6% |
| Admin fee / account holder | $3 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |