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 12 · EIN 48-1205033 | Recordkeeping fees; Direct payment fr... | $2,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,855 | $65,820-51.6% | $108,745-70.7% | $57,658-44.8% |
| Participation rate | 65.4% | 72.7%-7.3pp | 77.7%-12.3pp | 70.2%-4.9pp |
| Annual return | 274.32% | 21.32%+253.0pp | 46.22%+228.1pp | 5.13%+269.2pp |
| Employer contribution / active EE | $1,105 | $2,285-51.7% | $3,323-66.8% | $1,974-44.0% |
| Participant deferral / active EE | $2,046 | $3,578-42.8% | $5,121-60.1% | $3,061-33.2% |
| Admin fee / account holder | $1 | $91-99.4% | $6,144-100.0% | $95-99.4% |