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 | $500 |
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 | $92,392 | $66,601+38.7% | $92,893-0.5% | $67,579+36.7% |
| Participation rate | 38.5% | 72.5%-34.0pp | 76.0%-37.5pp | 71.3%-32.7pp |
| Annual return | 25.83% | 92.58%-66.7pp | 109.41%-83.6pp | 378.56%-352.7pp |
| Employer contribution / active EE | $1,792 | $2,775-35.4% | $3,653-50.9% | $2,148-16.6% |
| Participant deferral / active EE | $2,463 | $3,157-22.0% | $4,236-41.9% | $3,539-30.4% |
| Admin fee / account holder | $2 | $199-98.9% | $5,794-100.0% | $142-98.5% |