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 | $320 |
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 | $15,497 | $23,385-33.7% | $69,182-77.6% | $57,658-73.1% |
| Participation rate | 38.0% | 37.9%+0.1pp | 55.1%-17.1pp | 70.2%-32.2pp |
| Annual return | 12.46% | -659.34%+671.8pp | -21.93%+34.4pp | 5.13%+7.3pp |
| Employer contribution / active EE | $479 | $422+13.3% | $1,206-60.3% | $1,974-75.7% |
| Participant deferral / active EE | $808 | $843-4.1% | $1,897-57.4% | $3,061-73.6% |
| Admin fee / account holder | $87 | $82+6.4% | $2,697-96.8% | $95-7.6% |