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 | $837 |
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 | $40,420 | $99,957-59.6% | $149,696-73.0% | $73,488-45.0% |
| Participation rate | 46.4% | 75.7%-29.3pp | 82.5%-36.1pp | 70.7%-24.3pp |
| Annual return | 36.86% | 53.87%-17.0pp | 276.60%-239.7pp | 28.51%+8.4pp |
| Employer contribution / active EE | $1,847 | $3,191-42.1% | $4,644-60.2% | $2,270-18.6% |
| Participant deferral / active EE | $3,987 | $6,073-34.3% | $6,842-41.7% | $3,740+6.6% |
| Admin fee / account holder | $26 | $551-95.3% | $9,309-99.7% | $513-95.0% |