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 9-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 13-3689044 | Recordkeeping | $11,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,686 | $40,522-73.6% | $84,611-87.4% | $67,579-84.2% |
| Participation rate | 20.2% | 51.1%-30.9pp | 68.2%-48.1pp | 71.3%-51.1pp |
| Annual return | 20.74% | 32.72%-12.0pp | 258.74%-238.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $184 | $1,146-84.0% | $2,652-93.1% | $2,148-91.5% |
| Participant deferral / active EE | $518 | $2,132-75.7% | $3,899-86.7% | $3,539-85.4% |
| Admin fee / account holder | $62 | $145-57.3% | $4,912-98.7% | $142-56.4% |