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 01-0233346 | Recordkeeping | $4,373 |
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 | $37,273 | $155,795-76.1% | $136,294-72.7% | $69,631-46.5% |
| Participation rate | 69.9% | 75.2%-5.4pp | 81.9%-12.1pp | 70.7%-0.8pp |
| Annual return | 18.47% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,845 | $2,991-4.9% | $4,695-39.4% | $2,032+40.0% |
| Participant deferral / active EE | $4,897 | $5,394-9.2% | $6,247-21.6% | $3,224+51.9% |
| Admin fee / account holder | $29 | $128-77.7% | $9,243-99.7% | $110-74.1% |