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 | $3,534 |
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 | $25,162 | $37,196-32.4% | $154,107-83.7% | $55,725-54.8% |
| Participation rate | 40.2% | 64.1%-23.9pp | 83.0%-42.8pp | 70.9%-30.6pp |
| Annual return | -3.48% | 1319.68%-1323.2pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,072 | $2,068-48.2% | $5,081-78.9% | $3,356-68.1% |
| Admin fee / account holder | $3 | $102-97.1% | $13,411-100.0% | $115-97.4% |