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 64 · EIN 04-2647786 | Recordkeeping Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $89,239 | $56,443+58.1% | $83,848+6.4% | $55,725+60.1% |
| Participation rate | 63.1% | 72.0%-8.9pp | 76.1%-13.0pp | 70.9%-7.7pp |
| Annual return | -7.85% | 393.67%-401.5pp | 850.88%-858.7pp | 244.93%-252.8pp |
| Employer contribution / active EE | $3,267 | $2,682+21.8% | $3,631-10.0% | $2,078+57.2% |
| Participant deferral / active EE | $4,370 | $2,965+47.4% | $4,082+7.1% | $3,356+30.2% |
| Admin fee / account holder | $2 | $156-98.9% | $5,478-100.0% | $115-98.5% |