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 | $9,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,044 | $44,229-81.8% | $155,790-94.8% | $55,191-85.4% |
| Participation rate | 59.1% | 60.8%-1.7pp | 76.1%-17.0pp | 69.2%-10.1pp |
| Annual return | -0.98% | 0.37%-1.4pp | 71.54%-72.5pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $964 | $2,851-66.2% | $4,797-79.9% | $3,046-68.4% |
| Admin fee / account holder | $6 | $86-93.4% | $7,478-99.9% | $91-93.7% |