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 | $3,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $66,967 | $100,801-33.6% | $149,696-55.3% | $73,409-8.8% |
| Participation rate | 58.0% | 77.7%-19.7pp | 82.5%-24.5pp | 72.2%-14.2pp |
| Annual return | 15.77% | 265.34%-249.6pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,124 | $3,312-35.8% | $4,644-54.3% | $2,234-4.9% |
| Participant deferral / active EE | $5,250 | $6,404-18.0% | $6,842-23.3% | $3,805+38.0% |
| Admin fee / account holder | $42 | $181-76.7% | $9,309-99.5% | $158-73.3% |