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 | $319 |
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 | $56,567 | $55,002+2.8% | $59,878-5.5% | $56,287+0.5% |
| Participation rate | 44.6% | 75.9%-31.3pp | 74.7%-30.1pp | 69.9%-25.2pp |
| Annual return | -3.94% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,260 | $3,121-59.6% | $3,402-63.0% | $3,350-62.4% |
| Admin fee / account holder | $4 | $236-98.4% | $3,590-99.9% | $521-99.3% |