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 | $579 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,423 | $29,369-71.3% | $77,482-89.1% | $73,409-88.5% |
| Participation rate | 15.2% | 37.9%-22.7pp | 54.2%-38.9pp | 72.2%-56.9pp |
| Annual return | 18.50% | 358.15%-339.7pp | 54.79%-36.3pp | 59.29%-40.8pp |
| Employer contribution / active EE | $204 | $406-49.8% | $986-79.3% | $2,234-90.9% |
| Participant deferral / active EE | $257 | $941-72.7% | $1,861-86.2% | $3,805-93.2% |
| Admin fee / account holder | $144 | $123+17.2% | $2,858-95.0% | $158-8.9% |