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 8-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 71-0294708 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $25,446 | $46,173-44.9% | $170,442-85.1% | $69,631-63.5% |
| Participation rate | 39.9% | 63.9%-24.0pp | 83.6%-43.7pp | 70.7%-30.8pp |
| Annual return | 13.64% | 21.62%-8.0pp | 205.93%-192.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $146 | $1,610-91.0% | $5,433-97.3% | $2,032-92.8% |
| Participant deferral / active EE | $647 | $2,080-68.9% | $4,939-86.9% | $3,224-79.9% |
| Admin fee / account holder | $0 | $116-99.8% | $13,880-100.0% | $110-99.8% |