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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,754 | $37,196-63.0% | $154,107-91.1% | $55,725-75.3% |
| Participation rate | 49.0% | 64.1%-15.1pp | 83.0%-34.0pp | 70.9%-21.8pp |
| Annual return | -7.82% | 1319.68%-1327.5pp | 735.12%-742.9pp | 244.93%-252.7pp |
| Employer contribution / active EE | $595 | $1,614-63.1% | $5,298-88.8% | $2,078-71.4% |
| Participant deferral / active EE | $1,626 | $2,068-21.4% | $5,081-68.0% | $3,356-51.5% |
| Admin fee / account holder | $63 | $102-38.3% | $13,411-99.5% | $115-45.6% |