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 | $370 |
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 | $67,091 | $80,753-16.9% | $136,294-50.8% | $62,292+7.7% |
| Participation rate | 60.8% | 73.5%-12.7pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 19.65% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $445 | $2,884-84.6% | $4,695-90.5% | $2,042-78.2% |
| Participant deferral / active EE | $3,461 | $5,164-33.0% | $6,247-44.6% | $3,169+9.2% |
| Admin fee / account holder | $9 | $525-98.3% | $9,243-99.9% | $479-98.1% |