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 | $13,745 |
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 | $53,206 | $63,299-15.9% | $91,001-41.5% | $62,292-14.6% |
| Participation rate | 34.8% | 73.3%-38.5pp | 75.6%-40.8pp | 69.5%-34.7pp |
| Annual return | 24.70% | 20.99%+3.7pp | 4.60%+20.1pp | 28.90%-4.2pp |
| Employer contribution / active EE | $670 | $1,807-62.9% | $2,456-72.7% | $2,042-67.2% |
| Participant deferral / active EE | $1,673 | $2,943-43.1% | $3,547-52.8% | $3,169-47.2% |
| Admin fee / account holder | $7 | $468-98.5% | $5,417-99.9% | $479-98.5% |