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 35-0145825 | Recordkeeping | $6,217 |
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 | $26,149 | $55,453-52.8% | $170,442-84.7% | $62,292-58.0% |
| Participation rate | 39.5% | 66.4%-26.9pp | 83.6%-44.1pp | 69.5%-30.0pp |
| Annual return | 16.26% | 21.38%-5.1pp | 205.93%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,083 | $2,303-53.0% | $4,939-78.1% | $3,169-65.8% |
| Admin fee / account holder | $5 | $455-98.8% | $13,880-100.0% | $479-98.9% |