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 5-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 13-3689044 | Recordkeeping | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $302 | $46,219-99.3% | $89,391-99.7% | $90,288-99.7% |
| Participation rate | 46.7% | 44.9%+1.8pp | 68.0%-21.3pp | 73.4%-26.7pp |
| Annual return | 0.00% | 25.71%-25.7pp | 245.62%-245.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $148 | $2,136-93.1% | $3,890-96.2% | $4,232-96.5% |
| Admin fee / account holder | $0 | $147-99.8% | $4,881-100.0% | $114-99.7% |