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 01-0233346 | Recordkeeping | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,734 | $46,297-33.6% | $71,671-57.1% | $62,292-50.7% |
| Participation rate | 49.6% | 60.6%-11.1pp | 68.7%-19.2pp | 69.5%-19.9pp |
| Annual return | 12.80% | 22.32%-9.5pp | 20.65%-7.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $865 | $1,412-38.8% | $2,460-64.9% | $2,042-57.7% |
| Participant deferral / active EE | $1,498 | $2,235-33.0% | $3,438-56.4% | $3,169-52.7% |
| Admin fee / account holder | $12 | $461-97.4% | $5,558-99.8% | $479-97.5% |