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 | $1,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,409 | $50,666-69.6% | $76,817-79.9% | $65,185-76.4% |
| Participation rate | 48.2% | 68.8%-20.6pp | 72.1%-23.9pp | 70.2%-22.0pp |
| Annual return | 28.11% | 28.51%-0.4pp | 1166.11%-1138.0pp | 29.38%-1.3pp |
| Employer contribution / active EE | $823 | $1,575-47.7% | $2,302-64.2% | $2,177-62.2% |
| Participant deferral / active EE | $1,373 | $2,647-48.1% | $3,336-58.9% | $3,514-60.9% |
| Admin fee / account holder | $136 | $463-70.5% | $6,420-97.9% | $847-83.9% |