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 64 · EIN 04-2647786 | Recordkeeping Fees | $204 |
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 | $40,330 | $65,376-38.3% | $87,100-53.7% | $65,185-38.1% |
| Participation rate | 51.9% | 75.3%-23.5pp | 76.9%-25.0pp | 70.2%-18.3pp |
| Annual return | 24.48% | 31.27%-6.8pp | 28.19%-3.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,193 | $1,822-34.6% | $2,521-52.7% | $2,177-45.2% |
| Participant deferral / active EE | $1,965 | $3,388-42.0% | $4,049-51.5% | $3,514-44.1% |
| Admin fee / account holder | $223 | $520-57.2% | $7,497-97.0% | $847-73.7% |