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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $27,792 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,341 | $37,196-85.6% | $154,107-96.5% | $55,725-90.4% |
| Participation rate | 68.8% | 64.1%+4.8pp | 83.0%-14.2pp | 70.9%-2.0pp |
| Annual return | -5.13% | 1319.68%-1324.8pp | 735.12%-740.2pp | 244.93%-250.1pp |
| Employer contribution / active EE | $228 | $1,614-85.9% | $5,298-95.7% | $2,078-89.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $42 | $102-58.4% | $13,411-99.7% | $115-63.3% |