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 | $15,150 |
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 | $161,503 | $69,362+132.8% | $101,248+59.5% | $73,488+119.8% |
| Participation rate | 40.4% | 68.4%-27.9pp | 75.8%-35.4pp | 70.7%-30.2pp |
| Annual return | 14.21% | 18.46%-4.3pp | 46.47%-32.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,343 | $2,628-48.9% | $3,660-63.3% | $2,270-40.8% |
| Participant deferral / active EE | $2,885 | $3,300-12.6% | $4,370-34.0% | $3,740-22.9% |
| Admin fee / account holder | $225 | $704-68.0% | $5,945-96.2% | $513-56.1% |