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 8-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 35-0145825 | Recordkeeping | $6,203 |
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 | $49,150 | $30,732+59.9% | $59,496-17.4% | $59,632-17.6% |
| Participation rate | 59.3% | 43.2%+16.1pp | 54.6%+4.8pp | 68.7%-9.3pp |
| Annual return | -3.40% | 4.47%-7.9pp | 182.05%-185.4pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $1,542 | $631+144.4% | $1,153+33.7% | $2,203-30.0% |
| Participant deferral / active EE | $4,922 | $1,183+316.1% | $1,829+169.1% | $3,192+54.2% |
| Admin fee / account holder | $65 | $2,136-97.0% | $2,232-97.1% | $4,297-98.5% |