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 35-0145825 | Recordkeeping | $3,976 |
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 | $28,931 | $41,854-30.9% | $73,843-60.8% | $52,331-44.7% |
| Participation rate | 46.4% | 66.2%-19.8pp | 73.4%-27.0pp | 68.1%-21.7pp |
| Annual return | -2.34% | 2.11%-4.4pp | 2267.84%-2270.2pp | 4.54%-6.9pp |
| Employer contribution / active EE | $670 | $1,920-65.1% | $2,787-76.0% | $1,882-64.4% |
| Participant deferral / active EE | $2,159 | $2,498-13.6% | $3,583-39.7% | $3,022-28.5% |
| Admin fee / account holder | $21 | $493-95.7% | $4,880-99.6% | $592-96.5% |