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 64 · EIN 71-0294708 | Recordkeeping Fees | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $25,943 | $80,753-67.9% | $136,294-81.0% | $62,292-58.4% |
| Participation rate | 49.6% | 73.5%-23.9pp | 81.9%-32.3pp | 69.5%-19.9pp |
| Annual return | 16.47% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,518 | $5,164-70.6% | $6,247-75.7% | $3,169-52.1% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.5% |