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 | $2,218 |
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 | $27,648 | $36,767-24.8% | $81,478-66.1% | $62,292-55.6% |
| Participation rate | 17.9% | 54.4%-36.6pp | 68.0%-50.1pp | 69.5%-51.7pp |
| Annual return | 17.11% | 173.80%-156.7pp | 38.78%-21.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $584 | $2,111-72.3% | $3,537-83.5% | $3,169-81.6% |
| Admin fee / account holder | $106 | $797-86.8% | $4,561-97.7% | $479-78.0% |