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 7-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 | $20,014 |
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 | $41,209 | $33,067+24.6% | $76,523-46.1% | $56,287-26.8% |
| Participation rate | 52.6% | 55.4%-2.8pp | 68.0%-15.4pp | 69.9%-17.2pp |
| Annual return | -5.33% | 2.72%-8.0pp | -0.27%-5.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $626 | $1,200-47.8% | $2,647-76.4% | $2,111-70.3% |
| Participant deferral / active EE | $2,220 | $2,240-0.9% | $3,835-42.1% | $3,350-33.7% |
| Admin fee / account holder | $19 | $537-96.4% | $4,848-99.6% | $521-96.3% |