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 9-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 | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,309 | $62,928-82.0% | $172,739-93.5% | $67,579-83.3% |
| Participation rate | 21.5% | 64.5%-42.9pp | 82.6%-61.1pp | 71.3%-49.7pp |
| Annual return | 17.40% | 30.36%-13.0pp | 802.84%-785.4pp | 378.56%-361.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $700 | $2,145-67.4% | $5,198-86.5% | $3,539-80.2% |
| Admin fee / account holder | $105 | $167-36.8% | $13,954-99.2% | $142-26.0% |