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 | $0 |
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 | $14,346 | $46,173-68.9% | $170,442-91.6% | $69,631-79.4% |
| Participation rate | 45.5% | 63.9%-18.4pp | 83.6%-38.1pp | 70.7%-25.2pp |
| Annual return | 17.74% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $479 | $1,610-70.3% | $5,433-91.2% | $2,032-76.4% |
| Participant deferral / active EE | $1,309 | $2,080-37.1% | $4,939-73.5% | $3,224-59.4% |
| Admin fee / account holder | $49 | $116-57.7% | $13,880-99.6% | $110-55.6% |