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 64 · EIN 04-2647786 | Recordkeeping Fees | $26,931 |
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 | $42,179 | $61,473-31.4% | $81,930-48.5% | $73,409-42.5% |
| Participation rate | 35.1% | 72.4%-37.2pp | 72.0%-36.9pp | 72.2%-37.0pp |
| Annual return | 13.29% | 28.26%-15.0pp | 29.49%-16.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $632 | $1,898-66.7% | $4,310-85.3% | $2,234-71.7% |
| Participant deferral / active EE | $1,479 | $3,080-52.0% | $7,107-79.2% | $3,805-61.1% |
| Admin fee / account holder | $184 | $125+47.0% | $5,158-96.4% | $158+16.8% |