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 8-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 | $795 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,999 | $25,302-76.3% | $74,701-92.0% | $67,579-91.1% |
| Participation rate | 13.8% | 37.8%-24.1pp | 54.5%-40.7pp | 71.3%-57.5pp |
| Annual return | 24.59% | 10291.17%-10266.6pp | 752.92%-728.3pp | 378.56%-354.0pp |
| Employer contribution / active EE | $168 | $446-62.4% | $1,084-84.5% | $2,148-92.2% |
| Participant deferral / active EE | $205 | $954-78.5% | $1,964-89.5% | $3,539-94.2% |
| Admin fee / account holder | $124 | $108+15.1% | $3,333-96.3% | $142-12.9% |