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 | $13,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,991 | $70,908-30.9% | $98,907-50.5% | $73,488-33.3% |
| Participation rate | 20.9% | 73.8%-52.8pp | 76.0%-55.1pp | 70.7%-49.7pp |
| Annual return | 12.84% | 34.17%-21.3pp | 196.43%-183.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $688 | $2,036-66.2% | $2,689-74.4% | $2,270-69.7% |
| Participant deferral / active EE | $1,185 | $3,500-66.1% | $4,244-72.1% | $3,740-68.3% |
| Admin fee / account holder | $3 | $535-99.5% | $6,642-100.0% | $513-99.4% |