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 | $2,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,862 | $74,347-58.5% | $93,606-67.0% | $67,579-54.3% |
| Participation rate | 43.1% | 80.6%-37.5pp | 75.8%-32.7pp | 71.3%-28.2pp |
| Annual return | 24.91% | 28.07%-3.2pp | 32.76%-7.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $731 | $2,583-71.7% | $2,718-73.1% | $2,148-66.0% |
| Participant deferral / active EE | $2,345 | $4,060-42.2% | $4,069-42.4% | $3,539-33.8% |
| Admin fee / account holder | $176 | $123+43.8% | $7,888-97.8% | $142+24.0% |