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 01-0233346 | Recordkeeping | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,340 | $60,396-39.8% | $111,392-67.4% | $56,287-35.4% |
| Participation rate | 68.1% | 72.4%-4.3pp | 78.9%-10.8pp | 69.9%-1.8pp |
| Annual return | 5.13% | 20.26%-15.1pp | -2.06%+7.2pp | -9.96%+15.1pp |
| Employer contribution / active EE | $3,548 | $3,459+2.6% | $4,328-18.0% | $2,111+68.1% |
| Participant deferral / active EE | $4,768 | $4,421+7.8% | $5,567-14.4% | $3,350+42.3% |
| Admin fee / account holder | $145 | $610-76.3% | $12,266-98.8% | $521-72.2% |