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 7-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 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,975 | $38,075-81.7% | $93,406-92.5% | $73,488-90.5% |
| Participation rate | 26.8% | 56.7%-29.9pp | 66.8%-40.0pp | 70.7%-43.8pp |
| Annual return | 28.70% | 17.59%+11.1pp | 78.05%-49.3pp | 28.51%+0.2pp |
| Employer contribution / active EE | $119 | $1,117-89.4% | $2,075-94.3% | $2,270-94.8% |
| Participant deferral / active EE | $769 | $2,012-61.8% | $3,126-75.4% | $3,740-79.4% |
| Admin fee / account holder | $47 | $351-86.6% | $5,230-99.1% | $513-90.8% |