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 | $40,854 |
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 | $33,593 | $52,953-36.6% | $172,739-80.6% | $65,185-48.5% |
| Participation rate | 65.6% | 66.2%-0.6pp | 82.6%-17.1pp | 70.2%-4.6pp |
| Annual return | 24.95% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.4pp |
| Employer contribution / active EE | $585 | $2,190-73.3% | $5,143-88.6% | $2,177-73.1% |
| Participant deferral / active EE | $2,062 | $2,471-16.6% | $5,198-60.3% | $3,514-41.3% |
| Admin fee / account holder | $3 | $472-99.3% | $13,954-100.0% | $847-99.6% |