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 | $168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $59,576 | $75,183-20.8% | $123,892-51.9% | $55,167+8.0% |
| Participation rate | 59.2% | 72.8%-13.6pp | 81.4%-22.2pp | 69.0%-9.8pp |
| Annual return | 9.28% | 19.01%-9.7pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $427 | $2,823-84.9% | $4,617-90.8% | $1,963-78.2% |
| Participant deferral / active EE | $3,254 | $5,084-36.0% | $5,984-45.6% | $3,054+6.5% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |