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 35-0145825 | Recordkeeping | $111,165 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $33,346 |
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 | $94,401 | $55,453+70.2% | $170,442-44.6% | $62,292+51.5% |
| Participation rate | 41.5% | 66.4%-24.8pp | 83.6%-42.1pp | 69.5%-28.0pp |
| Annual return | 13.17% | 21.38%-8.2pp | 205.93%-192.8pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,147 | $2,164-47.0% | $5,433-78.9% | $2,042-43.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $268 | $455-41.1% | $13,880-98.1% | $479-44.1% |