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 | $49,564 |
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 | $39,745 | $46,360-14.3% | $147,614-73.1% | $52,331-24.1% |
| Participation rate | 53.9% | 64.9%-11.1pp | 84.6%-30.7pp | 68.1%-14.2pp |
| Annual return | -0.50% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $617 | $2,126-71.0% | $5,564-88.9% | $1,882-67.2% |
| Participant deferral / active EE | $938 | $2,258-58.4% | $4,895-80.8% | $3,022-68.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |