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 | $210 |
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 | $27,285 | $75,183-63.7% | $123,892-78.0% | $55,167-50.5% |
| Participation rate | 68.1% | 72.8%-4.7pp | 81.4%-13.3pp | 69.0%-0.9pp |
| Annual return | 9.92% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,340 | $2,823-52.6% | $4,617-71.0% | $1,963-31.7% |
| Participant deferral / active EE | $3,913 | $5,084-23.0% | $5,984-34.6% | $3,054+28.1% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.0% |