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 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
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 | $80,831 | $50,106+61.3% | $70,014+15.5% | $57,658+40.2% |
| Participation rate | 66.9% | 70.9%-4.0pp | 71.8%-4.9pp | 70.2%-3.4pp |
| Annual return | 8.78% | 14.58%-5.8pp | 12.99%-4.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,306 | $1,739-24.9% | $2,338-44.1% | $1,974-33.8% |
| Participant deferral / active EE | $2,897 | $2,486+16.5% | $2,931-1.1% | $3,061-5.3% |
| Admin fee / account holder | $2 | $89-97.9% | $4,380-100.0% | $95-98.1% |