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 7-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 01-0233346 | Recordkeeping | $0 |
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 | $21,303 | $31,810-33.0% | $64,105-66.8% | $59,188-64.0% |
| Participation rate | 26.2% | 57.7%-31.5pp | 68.2%-42.0pp | 69.4%-43.3pp |
| Annual return | 10.47% | 9.41%+1.1pp | 791.24%-780.8pp | 5.51%+5.0pp |
| Employer contribution / active EE | $192 | $659-70.9% | $1,820-89.5% | $2,098-90.9% |
| Participant deferral / active EE | $478 | $1,582-69.8% | $2,822-83.0% | $3,265-85.3% |
| Admin fee / account holder | $141 | $57+148.7% | $4,499-96.9% | $92+53.4% |