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 | $4,751 |
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 | $8,715 | $39,948-78.2% | $89,391-90.3% | $73,409-88.1% |
| Participation rate | 8.9% | 50.4%-41.6pp | 68.0%-59.1pp | 72.2%-63.3pp |
| Annual return | 24.03% | 50.12%-26.1pp | 245.62%-221.6pp | 59.29%-35.3pp |
| Employer contribution / active EE | $208 | $1,200-82.6% | $2,586-91.9% | $2,234-90.7% |
| Participant deferral / active EE | $321 | $2,193-85.3% | $3,890-91.7% | $3,805-91.6% |
| Admin fee / account holder | $15 | $134-89.2% | $4,881-99.7% | $158-90.8% |