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 | Sub-transfer agency fees; Recordkeepi... | $5,365 |
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 | $15,921 | $47,977-66.8% | $154,107-89.7% | $56,287-71.7% |
| Participation rate | 56.7% | 66.2%-9.5pp | 83.0%-26.3pp | 69.9%-13.1pp |
| Annual return | -3.09% | 3.54%-6.6pp | 735.12%-738.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $418 | $2,169-80.7% | $5,298-92.1% | $2,111-80.2% |
| Participant deferral / active EE | $1,361 | $2,392-43.1% | $5,081-73.2% | $3,350-59.4% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.8% |