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 | $11,899 |
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 | $11,978 | $42,582-71.9% | $171,082-93.0% | $57,658-79.2% |
| Participation rate | 54.4% | 63.9%-9.5pp | 76.7%-22.3pp | 70.2%-15.8pp |
| Annual return | 8.02% | 308.67%-300.7pp | 32.56%-24.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,047 | $2,933-64.3% | $4,797-78.2% | $3,061-65.8% |
| Admin fee / account holder | $18 | $82-78.3% | $8,520-99.8% | $95-81.1% |