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 04-2647786 | Recordkeeping | $2,605 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,487 | $46,173-14.5% | $170,442-76.8% | $69,631-43.3% |
| Participation rate | 19.3% | 63.9%-44.6pp | 83.6%-64.3pp | 70.7%-51.4pp |
| Annual return | 12.74% | 21.62%-8.9pp | 205.93%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $547 | $1,610-66.0% | $5,433-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $720 | $2,080-65.4% | $4,939-85.4% | $3,224-77.7% |
| Admin fee / account holder | $23 | $116-79.8% | $13,880-99.8% | $110-78.7% |