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 | $168 |
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 | $33,410 | $44,229-24.5% | $155,790-78.6% | $55,191-39.5% |
| Participation rate | 58.6% | 60.8%-2.2pp | 76.1%-17.5pp | 69.2%-10.5pp |
| Annual return | -0.45% | 0.37%-0.8pp | 71.54%-72.0pp | 10.78%-11.2pp |
| Employer contribution / active EE | $602 | $1,317-54.3% | $3,836-84.3% | $1,899-68.3% |
| Participant deferral / active EE | $4,686 | $2,851+64.3% | $4,797-2.3% | $3,046+53.8% |
| Admin fee / account holder | $21 | $86-76.2% | $7,478-99.7% | $91-77.4% |