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 | $13,764 |
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 | $35,263 | $43,133-18.2% | $89,391-60.6% | $73,488-52.0% |
| Participation rate | 61.9% | 55.0%+7.0pp | 68.0%-6.0pp | 70.7%-8.7pp |
| Annual return | 13.76% | 135.66%-121.9pp | 245.62%-231.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $621 | $1,438-56.8% | $2,586-76.0% | $2,270-72.7% |
| Participant deferral / active EE | $2,274 | $2,445-7.0% | $3,890-41.6% | $3,740-39.2% |
| Admin fee / account holder | $12 | $444-97.4% | $4,881-99.8% | $513-97.7% |