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 | $6,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,598 | $65,322+57.1% | $70,449+45.6% | $73,488+39.6% |
| Participation rate | 49.7% | 77.0%-27.3pp | 75.1%-25.4pp | 70.7%-21.0pp |
| Annual return | 12.59% | 15.71%-3.1pp | 109.03%-96.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,290 | $2,460-6.9% | $2,737-16.3% | $2,270+0.9% |
| Participant deferral / active EE | $2,276 | $3,375-32.6% | $3,709-38.6% | $3,740-39.1% |
| Admin fee / account holder | $1 | $214-99.5% | $3,845-100.0% | $513-99.8% |