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 16-1450952 | Recordkeeping | $14,778 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $39,969 | $55,790-28.4% | $76,817-48.0% | $67,579-40.9% |
| Participation rate | 61.2% | 71.1%-9.9pp | 72.1%-10.9pp | 71.3%-10.1pp |
| Annual return | 20.29% | 64.45%-44.2pp | 1166.11%-1145.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,488 | $1,810-17.8% | $2,302-35.4% | $2,148-30.7% |
| Participant deferral / active EE | $2,568 | $2,875-10.7% | $3,336-23.0% | $3,539-27.5% |
| Admin fee / account holder | $49 | $159-69.1% | $6,420-99.2% | $142-65.5% |