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 | $84,059 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $30,751 |
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 | $66,765 | $37,196+79.5% | $154,107-56.7% | $55,725+19.8% |
| Participation rate | 42.4% | 64.1%-21.7pp | 83.0%-40.6pp | 70.9%-28.4pp |
| Annual return | -5.92% | 1319.68%-1325.6pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $991 | $1,614-38.6% | $5,298-81.3% | $2,078-52.3% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $204 | $102+100.7% | $13,411-98.5% | $115+77.0% |