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 35-0145825 | Recordkeeping | $63,595 |
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 | $60,639 | $29,516+105.4% | $77,482-21.7% | $90,288-32.8% |
| Participation rate | 14.1% | 33.7%-19.6pp | 54.2%-40.1pp | 73.4%-59.3pp |
| Annual return | 13.49% | 231.18%-217.7pp | 54.79%-41.3pp | 53.97%-40.5pp |
| Employer contribution / active EE | $74 | $381-80.4% | $986-92.4% | $2,524-97.0% |
| Participant deferral / active EE | $496 | $944-47.5% | $1,861-73.4% | $4,232-88.3% |
| Admin fee / account holder | $8 | $106-92.1% | $2,858-99.7% | $114-92.6% |