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 | $532 |
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.
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 | $34,720 | $39,948-13.1% | $89,391-61.2% | $73,409-52.7% |
| Participation rate | 58.6% | 50.4%+8.2pp | 68.0%-9.4pp | 72.2%-13.6pp |
| Annual return | 16.11% | 50.12%-34.0pp | 245.62%-229.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,050 | $2,193-6.5% | $3,890-47.3% | $3,805-46.1% |
| Admin fee / account holder | $157 | $134+16.6% | $4,881-96.8% | $158-0.8% |