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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,695 | $39,245-52.4% | $64,105-70.8% | $52,331-64.3% |
| Participation rate | 57.0% | 58.2%-1.2pp | 68.2%-11.1pp | 68.1%-11.1pp |
| Annual return | -3.58% | 14.79%-18.4pp | 791.24%-794.8pp | 4.54%-8.1pp |
| Employer contribution / active EE | $440 | $736-40.2% | $1,820-75.8% | $1,882-76.6% |
| Participant deferral / active EE | $1,784 | $1,992-10.4% | $2,822-36.8% | $3,022-41.0% |
| Admin fee / account holder | $58 | $592-90.2% | $4,499-98.7% | $592-90.2% |