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 8-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 12 · EIN 48-1205033 | Claims processing; Recordkeeping and ... | $7,790 |
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 | $16,809 | $55,453-69.7% | $170,442-90.1% | $62,292-73.0% |
| Participation rate | 64.3% | 66.4%-2.0pp | 83.6%-19.3pp | 69.5%-5.2pp |
| Annual return | 15.64% | 21.38%-5.7pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $420 | $2,164-80.6% | $5,433-92.3% | $2,042-79.4% |
| Participant deferral / active EE | $1,475 | $2,303-35.9% | $4,939-70.1% | $3,169-53.4% |
| Admin fee / account holder | $18 | $455-96.0% | $13,880-99.9% | $479-96.2% |