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 73-1577418 | Recordkeeping | $1,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,926 | $66,302-21.7% | $110,238-52.9% | $56,287-7.7% |
| Participation rate | 62.9% | 74.9%-12.0pp | 79.8%-16.9pp | 69.9%-7.0pp |
| Annual return | -3.29% | -1.18%-2.1pp | 314.74%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $299 | $2,047-85.4% | $3,826-92.2% | $2,111-85.9% |
| Participant deferral / active EE | $2,195 | $3,381-35.1% | $4,672-53.0% | $3,350-34.5% |
| Admin fee / account holder | $111 | $698-84.1% | $8,547-98.7% | $521-78.7% |