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 71-0294708 | Recordkeeping Fees | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,858 | $50,464+155.3% | $75,781+70.0% | $52,331+146.2% |
| Participation rate | 21.4% | 66.8%-45.3pp | 75.8%-54.4pp | 68.1%-46.7pp |
| Annual return | 2.64% | 1.03%+1.6pp | 9.68%-7.0pp | 4.54%-1.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $712 | $2,570-72.3% | $3,651-80.5% | $3,022-76.4% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,299-99.8% | $592-98.2% |