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 10-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 13 · EIN 62-1038805 | Contract Administrator | $6,343 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,893 | $37,117-49.1% | $147,614-87.2% | $55,191-65.8% |
| Participation rate | 16.4% | 63.6%-47.2pp | 84.6%-68.2pp | 69.2%-52.8pp |
| Annual return | 11.37% | 3.44%+7.9pp | 61.98%-50.6pp | 10.78%+0.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,185 | $1,985-40.3% | $4,895-75.8% | $3,046-61.1% |
| Admin fee / account holder | $204 | $86+138.7% | $11,611-98.2% | $91+125.0% |