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 | $7,785 |
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 | $43,116 | $75,388-42.8% | $123,544-65.1% | $55,725-22.6% |
| Participation rate | 65.8% | 75.7%-9.8pp | 82.3%-16.5pp | 70.9%-5.0pp |
| Annual return | -4.30% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,679 | $3,063-12.5% | $4,628-42.1% | $2,078+28.9% |
| Participant deferral / active EE | $5,344 | $5,651-5.4% | $6,426-16.8% | $3,356+59.3% |
| Admin fee / account holder | $66 | $120-45.2% | $9,284-99.3% | $115-43.1% |