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 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $2,046 |
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 | $40,275 | $55,449-27.4% | $83,848-52.0% | $56,287-28.4% |
| Participation rate | 68.5% | 68.0%+0.4pp | 76.1%-7.7pp | 69.9%-1.4pp |
| Annual return | -5.54% | -1.38%-4.2pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,564 | $2,430-35.6% | $3,631-56.9% | $2,111-25.9% |
| Participant deferral / active EE | $2,703 | $2,935-7.9% | $4,082-33.8% | $3,350-19.3% |
| Admin fee / account holder | $30 | $656-95.4% | $5,478-99.4% | $521-94.2% |