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 | $15,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $21,183 | $52,953-60.0% | $172,739-87.7% | $65,185-67.5% |
| Participation rate | 55.8% | 66.2%-10.4pp | 82.6%-26.9pp | 70.2%-14.4pp |
| Annual return | 17.67% | 30.12%-12.5pp | 802.84%-785.2pp | 29.38%-11.7pp |
| Employer contribution / active EE | $1,218 | $2,190-44.4% | $5,143-76.3% | $2,177-44.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14 | $472-97.0% | $13,954-99.9% | $847-98.3% |