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 62-1291257 | Recordkeeping | $23,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,656 | $58,726-61.4% | $92,233-75.4% | $62,292-63.6% |
| Participation rate | 59.3% | 68.3%-9.0pp | 76.5%-17.2pp | 69.5%-10.2pp |
| Annual return | 15.04% | 43.62%-28.6pp | 176.28%-161.2pp | 28.90%-13.9pp |
| Employer contribution / active EE | $144 | $2,392-94.0% | $3,679-96.1% | $2,042-93.0% |
| Participant deferral / active EE | $1,444 | $2,766-47.8% | $3,897-63.0% | $3,169-54.4% |
| Admin fee / account holder | $216 | $556-61.2% | $5,194-95.8% | $479-55.0% |