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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,205 |
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 | $76,666 | $49,138+56.0% | $84,015-8.7% | $65,185+17.6% |
| Participation rate | 47.7% | 60.7%-13.0pp | 69.0%-21.3pp | 70.2%-22.5pp |
| Annual return | 17.90% | 23.00%-5.1pp | 71.31%-53.4pp | 29.38%-11.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,389 | $2,397-0.3% | $3,239-26.2% | $3,514-32.0% |
| Admin fee / account holder | $30 | $543-94.4% | $6,101-99.5% | $847-96.4% |