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 | $42,684 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,949 |
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 | $45,009 | $56,503-20.3% | $70,092-35.8% | $64,808-30.5% |
| Participation rate | 68.6% | 70.5%-1.8pp | 70.5%-1.8pp | 71.5%-2.8pp |
| Annual return | -10.58% | -13.44%+2.9pp | 190.73%-201.3pp | 32.82%-43.4pp |
| Employer contribution / active EE | $1,456 | $2,046-28.8% | $2,559-43.1% | $2,506-41.9% |
| Participant deferral / active EE | $2,244 | $3,389-33.8% | $3,849-41.7% | $4,310-47.9% |
| Admin fee / account holder | $32 | $160-80.0% | $6,267-99.5% | $188-82.9% |