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 | $958 |
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 | $25,017 | $47,977-47.9% | $154,107-83.8% | $56,287-55.6% |
| Participation rate | 35.8% | 66.2%-30.4pp | 83.0%-47.3pp | 69.9%-34.1pp |
| Annual return | -4.43% | 3.54%-8.0pp | 735.12%-739.5pp | -9.96%+5.5pp |
| Employer contribution / active EE | $353 | $2,169-83.7% | $5,298-93.3% | $2,111-83.3% |
| Participant deferral / active EE | $756 | $2,392-68.4% | $5,081-85.1% | $3,350-77.4% |
| Admin fee / account holder | $21 | $438-95.1% | $13,411-99.8% | $521-95.9% |