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 | $5,577 |
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 | $9,706 | $46,292-79.0% | $143,757-93.2% | $64,808-85.0% |
| Participation rate | 57.2% | 64.2%-7.0pp | 80.3%-23.1pp | 71.5%-14.3pp |
| Annual return | -16.50% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,014 | $2,646-61.7% | $5,637-82.0% | $4,310-76.5% |
| Admin fee / account holder | $10 | $154-93.2% | $14,673-99.9% | $188-94.5% |