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 | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,105 | $52,884+43.9% | $84,750-10.2% | $55,167+38.0% |
| Participation rate | 21.3% | 67.5%-46.2pp | 76.6%-55.3pp | 69.0%-47.7pp |
| Annual return | 7.03% | 18.03%-11.0pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $972 | $2,644-63.2% | $3,712-73.8% | $3,054-68.2% |
| Admin fee / account holder | $10 | $581-98.2% | $5,332-99.8% | $504-97.9% |