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 | $440 |
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 | $51,067 | $56,629-9.8% | $77,999-34.5% | $55,167-7.4% |
| Participation rate | 59.7% | 73.3%-13.6pp | 75.5%-15.8pp | 69.0%-9.3pp |
| Annual return | 9.93% | 2866.98%-2857.1pp | 425.96%-416.0pp | 169.23%-159.3pp |
| Employer contribution / active EE | $674 | $1,723-60.9% | $2,470-72.7% | $1,963-65.7% |
| Participant deferral / active EE | $2,494 | $2,777-10.2% | $3,497-28.7% | $3,054-18.3% |
| Admin fee / account holder | $16 | $467-96.5% | $5,480-99.7% | $504-96.8% |