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 35-0145825 | Recordkeeping | $13,814 |
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 | $54,453 | $56,629-3.8% | $77,999-30.2% | $55,167-1.3% |
| Participation rate | 32.7% | 73.3%-40.6pp | 75.5%-42.8pp | 69.0%-36.3pp |
| Annual return | 6.41% | 2866.98%-2860.6pp | 425.96%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $816 | $1,723-52.6% | $2,470-67.0% | $1,963-58.4% |
| Participant deferral / active EE | $2,102 | $2,777-24.3% | $3,497-39.9% | $3,054-31.2% |
| Admin fee / account holder | $13 | $467-97.2% | $5,480-99.8% | $504-97.4% |