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 | $16,987 |
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 | $35,030 | $36,916-5.1% | $156,549-77.6% | $57,658-39.2% |
| Participation rate | 49.0% | 63.4%-14.4pp | 84.0%-35.0pp | 70.2%-21.2pp |
| Annual return | 9.31% | 12.38%-3.1pp | 32.23%-22.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $599 | $1,571-61.9% | $5,501-89.1% | $1,974-69.6% |
| Participant deferral / active EE | $1,682 | $1,926-12.7% | $4,871-65.5% | $3,061-45.1% |
| Admin fee / account holder | $66 | $82-20.2% | $13,027-99.5% | $95-30.4% |