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 30-0219031 | Recordkeeping | $40,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,442 | $62,267-47.9% | $110,238-70.6% | $55,725-41.8% |
| Participation rate | 58.7% | 78.1%-19.4pp | 79.8%-21.1pp | 70.9%-12.2pp |
| Annual return | 0.50% | -1.07%+1.6pp | 314.74%-314.2pp | 244.93%-244.4pp |
| Employer contribution / active EE | $808 | $1,941-58.4% | $3,826-78.9% | $2,078-61.1% |
| Participant deferral / active EE | $1,854 | $3,516-47.3% | $4,672-60.3% | $3,356-44.7% |
| Admin fee / account holder | $244 | $121+101.4% | $8,547-97.2% | $115+111.4% |