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 | $194 |
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 | $55,517 | $75,183-26.2% | $123,892-55.2% | $55,167+0.6% |
| Participation rate | 66.7% | 72.8%-6.2pp | 81.4%-14.7pp | 69.0%-2.3pp |
| Annual return | 10.72% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,782 | $2,823-36.9% | $4,617-61.4% | $1,963-9.2% |
| Participant deferral / active EE | $5,277 | $5,084+3.8% | $5,984-11.8% | $3,054+72.8% |
| Admin fee / account holder | $72 | $663-89.1% | $8,357-99.1% | $504-85.7% |