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 | $1,200 |
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 | $113,245 | $69,362+63.3% | $101,248+11.8% | $73,488+54.1% |
| Participation rate | 69.3% | 68.4%+0.9pp | 75.8%-6.5pp | 70.7%-1.4pp |
| Annual return | 16.99% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $3,691 | $2,628+40.4% | $3,660+0.9% | $2,270+62.6% |
| Participant deferral / active EE | $5,319 | $3,300+61.2% | $4,370+21.7% | $3,740+42.2% |
| Admin fee / account holder | $6 | $704-99.2% | $5,945-99.9% | $513-98.8% |