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 9-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 | $250 |
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 | $18,465 | $55,453-66.7% | $170,442-89.2% | $62,292-70.4% |
| Participation rate | 28.9% | 66.4%-37.5pp | 83.6%-54.7pp | 69.5%-40.7pp |
| Annual return | 15.14% | 21.38%-6.2pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $531 | $2,164-75.5% | $5,433-90.2% | $2,042-74.0% |
| Participant deferral / active EE | $383 | $2,303-83.4% | $4,939-92.3% | $3,169-87.9% |
| Admin fee / account holder | $180 | $455-60.5% | $13,880-98.7% | $479-62.5% |