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 | $724 |
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 | $20,185 | $73,638-72.6% | $95,952-79.0% | $73,488-72.5% |
| Participation rate | 53.7% | 76.2%-22.5pp | 77.1%-23.4pp | 70.7%-17.0pp |
| Annual return | 16.54% | 16.78%-0.2pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,400 | $3,617-61.3% | $4,167-66.4% | $3,740-62.6% |
| Admin fee / account holder | $179 | $482-62.9% | $6,795-97.4% | $513-65.2% |