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 01-0233346 | Recordkeeping | $13,826 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,552 | $39,245-65.5% | $64,105-78.9% | $52,331-74.1% |
| Participation rate | 54.6% | 58.2%-3.6pp | 68.2%-13.6pp | 68.1%-13.5pp |
| Annual return | -2.06% | 14.79%-16.9pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $496 | $736-32.6% | $1,820-72.7% | $1,882-73.6% |
| Participant deferral / active EE | $675 | $1,992-66.1% | $2,822-76.1% | $3,022-77.7% |
| Admin fee / account holder | $128 | $592-78.4% | $4,499-97.2% | $592-78.4% |