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 | $27,497 |
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 | $42,274 | $85,135-50.3% | $98,907-57.3% | $73,409-42.4% |
| Participation rate | 43.5% | 81.1%-37.6pp | 76.0%-32.5pp | 72.2%-28.6pp |
| Annual return | 20.40% | 19.14%+1.3pp | 196.43%-176.0pp | 59.29%-38.9pp |
| Employer contribution / active EE | $972 | $2,721-64.3% | $2,689-63.8% | $2,234-56.5% |
| Participant deferral / active EE | $2,992 | $4,349-31.2% | $4,244-29.5% | $3,805-21.4% |
| Admin fee / account holder | $203 | $139+45.8% | $6,642-96.9% | $158+28.6% |