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 | $4,262 |
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 | $0 | $88,122-100.0% | $141,162-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 82.5%-82.5pp | 71.3%-71.3pp |
| Annual return | 21.44% | 75.40%-54.0pp | 71.39%-50.0pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,269 | $3,224-29.6% | $4,735-52.1% | $2,148+5.6% |
| Participant deferral / active EE | $5,188 | $5,958-12.9% | $6,709-22.7% | $3,539+46.6% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |