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 39-6040276 | Recordkeeping Fees | $1,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,132 | $65,041-32.1% | $90,951-51.5% | $79,858-44.7% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.0%-13.1pp | 69.6%-13.8pp |
| Annual return | 13.95% | 30.45%-16.5pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,825 | $2,512+12.5% | $3,373-16.3% | $3,740-24.5% |
| Admin fee / account holder | $19 | $4,536-99.6% | $5,959-99.7% | $5,306-99.6% |