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 04-1590850 | Recordkeeping | $0 |
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 | $48,723 | $52,884-7.9% | $84,750-42.5% | $55,167-11.7% |
| Participation rate | 60.3% | 67.5%-7.2pp | 76.6%-16.3pp | 69.0%-8.7pp |
| Annual return | 6.39% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,556 | $2,233-30.3% | $3,574-56.5% | $1,963-20.7% |
| Participant deferral / active EE | $1,876 | $2,644-29.0% | $3,712-49.5% | $3,054-38.6% |
| Admin fee / account holder | $27 | $581-95.3% | $5,332-99.5% | $504-94.6% |