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 | $430 |
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 | $28,949 | $35,986-19.6% | $77,482-62.6% | $73,488-60.6% |
| Participation rate | 42.8% | 40.8%+1.9pp | 54.2%-11.4pp | 70.7%-27.9pp |
| Annual return | 14.94% | 19.26%-4.3pp | 54.79%-39.8pp | 28.51%-13.6pp |
| Employer contribution / active EE | $697 | $557+25.0% | $986-29.4% | $2,270-69.3% |
| Participant deferral / active EE | $1,175 | $1,198-1.9% | $1,861-36.9% | $3,740-68.6% |
| Admin fee / account holder | $9 | $466-98.1% | $2,858-99.7% | $513-98.3% |