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 | $455 |
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 | $58,691 | $69,305-15.3% | $82,313-28.7% | $69,631-15.7% |
| Participation rate | 39.2% | 80.3%-41.0pp | 76.9%-37.7pp | 70.7%-31.5pp |
| Annual return | 14.83% | 21.47%-6.6pp | 25.88%-11.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $895 | $1,887-52.6% | $2,428-63.1% | $2,032-56.0% |
| Participant deferral / active EE | $1,721 | $3,568-51.8% | $3,706-53.6% | $3,224-46.6% |
| Admin fee / account holder | $28 | $97-71.6% | $5,608-99.5% | $110-75.0% |