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 | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $42,558 | $58,726-27.5% | $92,233-53.9% | $62,292-31.7% |
| Participation rate | 58.3% | 68.3%-10.1pp | 76.5%-18.2pp | 69.5%-11.2pp |
| Annual return | 16.23% | 43.62%-27.4pp | 176.28%-160.0pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,656 | $2,766-40.1% | $3,897-57.5% | $3,169-47.8% |
| Admin fee / account holder | $159 | $556-71.4% | $5,194-96.9% | $479-66.9% |