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 | $0 |
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 | $22,819 | $56,485-59.6% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 34.1% | 65.5%-31.4pp | 81.7%-47.6pp | 72.3%-38.2pp |
| Annual return | 30.25% | 118.04%-87.8pp | 122.05%-91.8pp | 97.91%-67.7pp |
| Employer contribution / active EE | $464 | $1,843-74.8% | $5,167-91.0% | $2,405-80.7% |
| Participant deferral / active EE | $693 | $2,553-72.9% | $5,568-87.6% | $4,131-83.2% |
| Admin fee / account holder | $206 | $150+37.8% | $16,237-98.7% | $170+21.6% |