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 9-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 35-0145825 | Recordkeeping | $32,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $41,428 | $61,473-32.6% | $81,930-49.4% | $73,409-43.6% |
| Participation rate | 64.2% | 72.4%-8.2pp | 72.0%-7.8pp | 72.2%-8.0pp |
| Annual return | 4.57% | 28.26%-23.7pp | 29.49%-24.9pp | 59.29%-54.7pp |
| Employer contribution / active EE | $1,167 | $1,898-38.5% | $4,310-72.9% | $2,234-47.7% |
| Participant deferral / active EE | $1,757 | $3,080-42.9% | $7,107-75.3% | $3,805-53.8% |
| Admin fee / account holder | $24 | $125-81.3% | $5,158-99.5% | $158-85.1% |