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 15 · EIN 01-0233346 | Recordkeeping | $200 |
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.
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 | $36,421 | $73,638-50.5% | $95,952-62.0% | $73,488-50.4% |
| Participation rate | 48.9% | 76.2%-27.2pp | 77.1%-28.1pp | 70.7%-21.7pp |
| Annual return | 33.28% | 16.78%+16.5pp | 91.61%-58.3pp | 28.51%+4.8pp |
| Employer contribution / active EE | $865 | $1,863-53.6% | $2,541-65.9% | $2,270-61.9% |
| Participant deferral / active EE | $1,468 | $3,617-59.4% | $4,167-64.8% | $3,740-60.8% |
| Admin fee / account holder | $178 | $482-63.1% | $6,795-97.4% | $513-65.4% |