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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,193 | $46,732-78.2% | $156,549-93.5% | $55,167-81.5% |
| Participation rate | 23.0% | 65.8%-42.8pp | 84.0%-61.0pp | 69.0%-46.0pp |
| Annual return | 8.65% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $436 | $2,105-79.3% | $5,501-92.1% | $1,963-77.8% |
| Participant deferral / active EE | $691 | $2,204-68.6% | $4,871-85.8% | $3,054-77.4% |
| Admin fee / account holder | $57 | $418-86.4% | $13,027-99.6% | $504-88.7% |