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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,445 | $43,423-39.1% | $78,689-66.4% | $55,167-52.1% |
| Participation rate | 38.2% | 68.0%-29.8pp | 73.6%-35.4pp | 69.0%-30.8pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.18%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $443 | $1,997-77.8% | $2,851-84.5% | $1,963-77.5% |
| Participant deferral / active EE | $1,050 | $2,509-58.1% | $3,517-70.1% | $3,054-65.6% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.8% |