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 7-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $1,463 |
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 | $4,963 | $48,576-89.8% | $169,463-97.1% | $56,287-91.2% |
| Participation rate | 31.1% | 65.8%-34.7pp | 77.8%-46.7pp | 69.9%-38.7pp |
| Annual return | 0.00% | -2.51%+2.5pp | 1.83%-1.8pp | -9.96%+10.0pp |
| Employer contribution / active EE | $780 | $1,559-50.0% | $4,159-81.2% | $2,111-63.0% |
| Participant deferral / active EE | $1,094 | $3,275-66.6% | $5,277-79.3% | $3,350-67.3% |
| Admin fee / account holder | $39 | $435-91.2% | $9,109-99.6% | $521-92.6% |