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 35-0145825 | Recordkeeping | $30,656 |
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 | $72,352 | $64,909+11.5% | $82,313-12.1% | $62,292+16.1% |
| Participation rate | 62.3% | 74.9%-12.6pp | 76.9%-14.6pp | 69.5%-7.3pp |
| Annual return | 16.41% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,725 | $1,676+62.6% | $2,428+12.2% | $2,042+33.5% |
| Participant deferral / active EE | $2,814 | $3,103-9.3% | $3,706-24.1% | $3,169-11.2% |
| Admin fee / account holder | $1 | $440-99.7% | $5,608-100.0% | $479-99.7% |