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 15 · EIN 62-1038805 | Recordkeeping | $1,588 |
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 | $21,011 | $32,425-35.2% | $74,583-71.8% | $55,167-61.9% |
| Participation rate | 17.9% | 54.0%-36.1pp | 68.1%-50.2pp | 69.0%-51.1pp |
| Annual return | 6.86% | 10.63%-3.8pp | 20.47%-13.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $657 | $1,995-67.0% | $3,458-81.0% | $3,054-78.5% |
| Admin fee / account holder | $76 | $748-89.9% | $4,138-98.2% | $504-85.0% |