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 | $650 |
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 | $94,345 | $53,925+75.0% | $75,670+24.7% | $69,631+35.5% |
| Participation rate | 63.9% | 71.2%-7.3pp | 72.3%-8.4pp | 70.7%-6.7pp |
| Annual return | 18.20% | 17.84%+0.4pp | 27.34%-9.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,287 | $1,802-28.6% | $2,352-45.3% | $2,032-36.7% |
| Participant deferral / active EE | $3,010 | $2,569+17.1% | $3,142-4.2% | $3,224-6.6% |
| Admin fee / account holder | $2 | $97-98.4% | $5,800-100.0% | $110-98.6% |