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 | $1,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,567 | $35,986-6.7% | $77,482-56.7% | $73,488-54.3% |
| Participation rate | 60.6% | 40.8%+19.7pp | 54.2%+6.4pp | 70.7%-10.1pp |
| Annual return | 13.92% | 19.26%-5.3pp | 54.79%-40.9pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,533 | $557+175.0% | $986+55.4% | $2,270-32.5% |
| Participant deferral / active EE | $2,232 | $1,198+86.4% | $1,861+19.9% | $3,740-40.3% |
| Admin fee / account holder | $296 | $466-36.4% | $2,858-89.6% | $513-42.2% |