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 |
|---|---|---|
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,077 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
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 | $0 | $204,517-100.0% | $69,455-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 74.6%-74.6pp | 74.6%-74.6pp | 73.2%-73.2pp |
| Annual return | 19.79% | 22.10%-2.3pp | 28.97%-9.2pp | 32.57%-12.8pp |
| Employer contribution / active EE | $9,208 | $3,548+159.6% | $2,779+231.4% | $2,504+267.7% |
| Participant deferral / active EE | $6,603 | $3,478+89.8% | $3,535+86.8% | $3,967+66.4% |
| Admin fee / account holder | $0 | $101-100.0% | $3,839-100.0% | $100-100.0% |