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 59-2937883 | Recordkeeping | $8,039 |
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 | $28,437 | $59,715-52.4% | $74,550-61.9% | - |
| Participation rate | 50.6% | 60.9%-10.3pp | 69.1%-18.5pp | - |
| Annual return | -5.75% | -10.64%+4.9pp | 32.53%-38.3pp | - |
| Employer contribution / active EE | $0 | $725-100.0% | $1,961-100.0% | - |
| Participant deferral / active EE | $2,011 | $2,327-13.6% | $3,108-35.3% | - |
| Admin fee / account holder | $55 | $40,605-99.9% | $5,060-98.9% | - |