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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,740 | $57,108-72.4% | $94,224-83.3% | $52,331-69.9% |
| Participation rate | 60.1% | 72.9%-12.8pp | 78.8%-18.7pp | 68.1%-8.0pp |
| Annual return | -1.22% | 1.47%-2.7pp | 10.68%-11.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,471 | $1,735-15.2% | $3,587-59.0% | $1,882-21.8% |
| Participant deferral / active EE | $2,465 | $3,040-18.9% | $4,320-43.0% | $3,022-18.4% |
| Admin fee / account holder | $14 | $546-97.5% | $6,269-99.8% | $592-97.6% |