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 8-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 35-0145825 | Recordkeeping | $6,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $19,205 | $52,953-63.7% | $172,739-88.9% | $65,185-70.5% |
| Participation rate | 32.3% | 66.2%-33.9pp | 82.6%-50.3pp | 70.2%-37.9pp |
| Annual return | 30.68% | 30.12%+0.6pp | 802.84%-772.2pp | 29.38%+1.3pp |
| Employer contribution / active EE | $225 | $2,190-89.7% | $5,143-95.6% | $2,177-89.7% |
| Participant deferral / active EE | $1,834 | $2,471-25.8% | $5,198-64.7% | $3,514-47.8% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |