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 | $674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,007 | $66,302-47.2% | $110,238-68.2% | $56,287-37.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 79.8%-29.8pp | 69.9%-19.9pp |
| Annual return | -5.29% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,189 | $2,047-41.9% | $3,826-68.9% | $2,111-43.7% |
| Participant deferral / active EE | $2,042 | $3,381-39.6% | $4,672-56.3% | $3,350-39.0% |
| Admin fee / account holder | $277 | $698-60.3% | $8,547-96.8% | $521-46.8% |