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 | $670 |
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 | $21,455 | $65,376-67.2% | $87,100-75.4% | $65,185-67.1% |
| Participation rate | 41.8% | 75.3%-33.5pp | 76.9%-35.1pp | 70.2%-28.4pp |
| Annual return | 22.58% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,477 | $3,388-56.4% | $4,049-63.5% | $3,514-58.0% |
| Admin fee / account holder | $225 | $520-56.6% | $7,497-97.0% | $847-73.4% |